+54.6%
XLE vs LCID
-92.6%
+147.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -0.9% |
| 7D | +2.2% | -6.6% | +8.8% | +2.4% |
| 30D | +11.8% | -30.1% | +41.9% | +12.8% |
| 3M | +9.8% | -17.6% | +27.4% | +9.7% |
| 6M | +15.6% | -54.4% | +70.0% | +18.3% |
| YTD | +45.3% | -55.7% | +101.0% | +48.6% |
| 1Y | +48.3% | -71.0% | +119.3% | +54.2% |
| All | +54.6% | -92.6% | +147.2% | +70.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling