+349.6%
XOP vs LCID
-97.1%
+446.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -9.2% | +10.1% | +1.5% |
| 7D | +6.3% | -10.2% | +16.5% | +6.9% |
| 30D | -6.6% | -10.2% | +3.6% | -6.4% |
| 3M | +3.6% | -54.1% | +57.7% | +8.4% |
| 6M | +10.8% | -53.8% | +64.5% | +14.4% |
| YTD | +48.3% | -72.0% | +120.3% | +58.1% |
| 1Y | +42.9% | -80.5% | +123.5% | +56.5% |
| 3Y | +43.3% | -92.6% | +135.9% | +62.2% |
| 5Y | +94.0% | -99.3% | +193.3% | +146.9% |
| All | +349.6% | -97.1% | +446.7% | +474.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling