+44.0%
XLP vs LCID
-99.3%
+143.4%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -9.2% | +10.6% | +1.6% |
| 7D | +2.5% | -10.2% | +12.7% | +2.7% |
| 30D | +7.3% | -10.2% | +17.5% | +7.4% |
| 3M | +8.1% | -54.1% | +62.2% | +9.6% |
| 6M | +10.5% | -53.8% | +64.2% | +11.7% |
| YTD | +21.2% | -72.0% | +93.2% | +23.6% |
| 1Y | +22.7% | -80.5% | +103.2% | +26.3% |
| 3Y | +44.8% | -92.6% | +137.4% | +50.4% |
| All | +44.0% | -99.3% | +143.4% | +55.1% |
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