+8.8%
XLRE vs LCID
-71.9%
+80.7%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.5% | -0.8% |
| 7D | -1.2% | -6.6% | +5.4% | -1.1% |
| 30D | -2.8% | -30.1% | +27.3% | -2.2% |
| 3M | -0.2% | -17.6% | +17.4% | -0.3% |
| 6M | +1.9% | -54.4% | +56.4% | +4.5% |
| YTD | +10.6% | -55.7% | +66.3% | +13.2% |
| 1Y | +8.8% | -71.0% | +79.9% | +12.9% |
| All | +8.8% | -71.9% | +80.7% | +12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling