+102.3%
XLC vs LCID
-95.4%
+197.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.3% |
| 7D | -0.8% | -6.6% | +5.7% | -0.4% |
| 30D | +1.0% | -30.1% | +31.2% | +3.4% |
| 3M | -0.7% | -17.6% | +16.9% | -0.6% |
| 6M | -5.1% | -54.4% | +49.3% | -1.4% |
| YTD | -4.3% | -55.7% | +51.4% | -0.7% |
| 1Y | -0.6% | -71.0% | +70.5% | +5.9% |
| 3Y | +72.7% | -92.6% | +165.3% | +95.4% |
| 5Y | +38.0% | -97.6% | +135.6% | +65.6% |
| All | +102.3% | -95.4% | +197.7% | +156.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded LCID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling