+149.1%
XLK vs LCID
-97.9%
+247.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.8% | +7.8% | +0.8% |
| 7D | +2.3% | -9.3% | +11.7% | +3.3% |
| 30D | +0.8% | -35.4% | +36.2% | +5.3% |
| 3M | +4.1% | -17.1% | +21.1% | +4.1% |
| 6M | +34.8% | -58.9% | +93.7% | +44.6% |
| YTD | +30.8% | -59.6% | +90.4% | +39.9% |
| 1Y | +42.4% | -78.0% | +120.3% | +61.7% |
| 3Y | +121.8% | -92.7% | +214.5% | +169.2% |
| All | +149.1% | -97.9% | +247.0% | +252.4% |
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 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