+51.1%
XOM vs LCID
-78.4%
+129.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +0.6% |
| 7D | +1.9% | -9.1% | +11.0% | +1.6% |
| 30D | +4.1% | -37.6% | +41.7% | +3.0% |
| 3M | +10.4% | -11.1% | +21.5% | +10.0% |
| 6M | +13.0% | -59.2% | +72.2% | +14.9% |
| YTD | +40.1% | -60.5% | +100.5% | +42.3% |
| 1Y | +51.1% | -78.5% | +129.6% | +55.1% |
| All | +51.1% | -78.4% | +129.5% | +55.1% |
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