+143.4%
XLI vs LCID
-95.4%
+238.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.3% |
| 7D | -1.1% | -6.6% | +5.5% | -0.7% |
| 30D | -5.9% | -30.1% | +24.2% | -4.2% |
| 3M | -0.3% | -17.6% | +17.3% | -0.2% |
| 6M | +0.1% | -54.4% | +54.6% | +3.2% |
| YTD | +13.6% | -55.7% | +69.3% | +17.0% |
| 1Y | +17.2% | -71.0% | +88.2% | +23.1% |
| 3Y | +68.2% | -92.6% | +160.8% | +84.1% |
| 5Y | +80.7% | -97.6% | +178.3% | +104.1% |
| All | +143.4% | -95.4% | +238.8% | +176.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling