+11.6%
XLF vs LCID
-80.1%
+91.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -11.3% | +10.6% | -0.2% |
| 7D | +1.2% | +9.2% | -8.0% | +0.7% |
| 30D | +6.2% | -3.0% | +9.2% | +6.1% |
| 3M | +0.9% | -50.2% | +51.1% | +3.4% |
| 6M | +13.6% | -45.8% | +59.5% | +15.2% |
| YTD | +7.6% | -69.2% | +76.8% | +14.8% |
| All | +11.6% | -80.1% | +91.7% | +25.3% |
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