+78.2%
XLU vs LCID
-95.5%
+173.7%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +1.9% | +0.9% |
| 7D | +2.1% | +1.8% | +0.3% | +2.1% |
| 30D | -0.4% | -34.2% | +33.9% | +0.4% |
| 3M | +0.5% | -9.1% | +9.6% | +0.3% |
| 6M | -5.8% | -52.6% | +46.8% | -4.7% |
| YTD | +3.1% | -56.2% | +59.3% | +4.4% |
| 1Y | +8.1% | -74.9% | +83.0% | +10.7% |
| 3Y | +50.5% | -92.1% | +142.6% | +55.8% |
| 5Y | +44.7% | -97.6% | +142.3% | +51.5% |
| All | +78.2% | -95.5% | +173.7% | +89.0% |
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