+15.4%
XLF vs LCID
-41.0%
+56.4%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.2% | +0.7% |
| 7D | -1.0% | +8.9% | -9.9% | -1.2% |
| 30D | +6.5% | +6.8% | -0.3% | +6.1% |
| 3M | +1.8% | -45.2% | +47.0% | +1.9% |
| 6M | +15.4% | -39.1% | +54.5% | +14.8% |
| All | +15.4% | -41.0% | +56.4% | +14.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling