+44.4%
XLU vs LCID
-97.9%
+142.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.9% |
| 7D | -1.2% | -9.1% | +7.9% | -0.9% |
| 30D | -2.5% | -37.6% | +35.1% | -1.4% |
| 3M | -2.7% | -11.1% | +8.3% | -3.0% |
| 6M | -7.5% | -59.2% | +51.7% | -5.6% |
| YTD | +0.9% | -60.5% | +61.4% | +2.9% |
| 1Y | +3.3% | -78.5% | +81.8% | +7.3% |
| 3Y | +47.3% | -92.8% | +140.1% | +55.6% |
| 5Y | +44.4% | -97.9% | +142.3% | +55.4% |
| All | +44.4% | -97.9% | +142.3% | +55.4% |
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 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