+70.8%
XLI vs LCID
-99.1%
+169.9%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.7% | -4.8% | -0.4% |
| 7D | -1.5% | +24.8% | -26.3% | -3.1% |
| 30D | -0.3% | -0.5% | +0.2% | -0.6% |
| 3M | -8.4% | -43.0% | +34.6% | -5.1% |
| 6M | -2.1% | -40.5% | +38.5% | -0.2% |
| YTD | +9.6% | -64.3% | +74.0% | +15.4% |
| 1Y | +10.7% | -78.1% | +88.7% | +20.5% |
| 3Y | +71.6% | -90.1% | +161.6% | +90.2% |
| 5Y | +70.8% | -99.1% | +169.8% | +113.5% |
| All | +70.8% | -99.1% | +169.9% | +113.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling