+47.7%
XLE vs LCID
-82.0%
+129.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -9.2% | +10.2% | +0.8% |
| 7D | +5.4% | -10.2% | +15.6% | +5.2% |
| 30D | -3.9% | -10.2% | +6.2% | -4.0% |
| 3M | +7.0% | -54.1% | +61.1% | +6.2% |
| 6M | +14.2% | -53.8% | +68.0% | +14.2% |
| YTD | +48.2% | -72.0% | +120.2% | +53.0% |
| 1Y | +47.7% | -80.5% | +128.2% | +56.9% |
| All | +47.7% | -82.0% | +129.6% | +56.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling