+73.9%
XLU vs LCID
-95.9%
+169.8%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.3% |
| 7D | -1.6% | -9.8% | +8.2% | -1.4% |
| 30D | -3.3% | -35.5% | +32.2% | -2.5% |
| 3M | -3.2% | -18.4% | +15.2% | -3.1% |
| 6M | -7.0% | -60.5% | +53.5% | -5.5% |
| YTD | +0.6% | -60.1% | +60.7% | +2.0% |
| 1Y | +2.4% | -78.8% | +81.2% | +5.3% |
| 3Y | +46.3% | -92.8% | +139.0% | +51.7% |
| 5Y | +44.0% | -97.9% | +141.9% | +51.0% |
| All | +73.9% | -95.9% | +169.8% | +84.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling