+261.8%
XOM vs LCID
-97.8%
+359.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -7.8% | +10.0% | +2.4% |
| 7D | 0.0% | -9.3% | +9.4% | +0.3% |
| 30D | +3.4% | -35.4% | +38.8% | +4.4% |
| 3M | +11.0% | -17.1% | +28.1% | +10.8% |
| 6M | +10.6% | -58.9% | +69.6% | +12.8% |
| YTD | +39.2% | -59.6% | +98.8% | +41.8% |
| 1Y | +52.7% | -78.0% | +130.7% | +58.6% |
| 3Y | +56.8% | -92.7% | +149.5% | +66.2% |
| 5Y | +261.8% | -97.8% | +359.6% | +310.7% |
| All | +261.8% | -97.8% | +359.6% | +310.7% |
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