+52.6%
XOM vs LCID
-79.4%
+132.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +11.6% | -16.2% | -4.1% |
| 7D | -7.0% | -1.2% | -5.8% | -6.9% |
| 30D | +3.2% | -19.2% | +22.4% | +2.7% |
| 3M | +10.7% | -56.7% | +67.3% | +8.7% |
| 6M | +11.6% | -49.6% | +61.2% | +11.3% |
| YTD | +43.5% | -68.1% | +111.6% | +45.7% |
| 1Y | +52.6% | -79.4% | +132.0% | +55.6% |
| All | +52.6% | -79.4% | +132.0% | +55.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling