+12.5%
XLF vs LCID
-82.0%
+94.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -9.2% | +10.0% | +1.2% |
| 7D | +2.7% | -10.2% | +12.8% | +3.1% |
| 30D | +7.6% | -10.2% | +17.8% | +7.9% |
| 3M | +1.1% | -54.1% | +55.2% | +4.0% |
| 6M | +15.9% | -53.8% | +69.6% | +18.6% |
| YTD | +8.4% | -72.0% | +80.5% | +16.2% |
| 1Y | +12.5% | -80.5% | +93.0% | +26.8% |
| All | +12.5% | -82.0% | +94.5% | +26.8% |
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 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