+8.9%
XLRE vs LCID
-97.9%
+106.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.8% |
| 7D | -1.2% | -9.8% | +8.7% | -0.5% |
| 30D | -2.4% | -35.5% | +33.1% | +0.2% |
| 3M | -2.5% | -18.4% | +15.9% | -2.4% |
| 6M | +4.0% | -60.5% | +64.5% | +9.0% |
| YTD | +9.3% | -60.1% | +69.4% | +14.0% |
| 1Y | +5.6% | -78.8% | +84.4% | +15.0% |
| 3Y | +31.3% | -92.8% | +124.1% | +48.9% |
| All | +8.9% | -97.9% | +106.9% | +30.8% |
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