+185.0%
XME vs LCID
-97.7%
+282.7%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.2% |
| 7D | +3.6% | +1.8% | +1.9% | +3.4% |
| 30D | +3.6% | -34.2% | +37.9% | +8.5% |
| 3M | +1.2% | -9.1% | +10.3% | 0.0% |
| 6M | +9.0% | -52.6% | +61.7% | +15.9% |
| YTD | +15.9% | -56.2% | +72.1% | +23.9% |
| 1Y | +43.2% | -74.9% | +118.1% | +62.6% |
| 3Y | +137.4% | -92.1% | +229.4% | +189.3% |
| 5Y | +185.0% | -97.6% | +282.6% | +305.5% |
| All | +185.0% | -97.7% | +282.7% | +305.5% |
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