+42.7%
XLP vs LCID
-99.3%
+142.0%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -11.3% | +10.9% | -0.2% |
| 7D | -0.2% | +9.2% | -9.4% | -0.4% |
| 30D | +8.2% | -3.0% | +11.1% | +8.1% |
| 3M | +7.7% | -50.2% | +58.0% | +9.1% |
| 6M | +9.3% | -45.8% | +55.1% | +10.1% |
| YTD | +19.5% | -69.2% | +88.7% | +21.7% |
| 1Y | +21.0% | -80.4% | +101.4% | +24.6% |
| 3Y | +43.2% | -91.4% | +134.7% | +48.3% |
| 5Y | +42.7% | -99.3% | +142.0% | +53.5% |
| All | +42.7% | -99.3% | +142.0% | +53.5% |
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