+51.0%
XLRE vs LCID
-95.5%
+146.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | 0.0% |
| 7D | -0.3% | +1.8% | -2.1% | -0.4% |
| 30D | -2.4% | -34.2% | +31.8% | -0.5% |
| 3M | +0.6% | -9.1% | +9.7% | +0.1% |
| 6M | +3.9% | -52.6% | +56.6% | +6.7% |
| YTD | +10.5% | -56.2% | +66.7% | +13.6% |
| 1Y | +8.4% | -74.9% | +83.3% | +14.6% |
| 3Y | +32.8% | -92.1% | +124.9% | +44.8% |
| 5Y | +7.0% | -97.6% | +104.6% | +20.7% |
| All | +51.0% | -95.5% | +146.5% | +78.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling