+372.6%
XOP vs LCID
-95.8%
+468.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.8% | +8.3% | +1.1% |
| 7D | +1.0% | -9.3% | +10.3% | +1.6% |
| 30D | +10.8% | -35.4% | +46.2% | +14.0% |
| 3M | +19.5% | -17.1% | +36.5% | +19.2% |
| 6M | +21.6% | -58.9% | +80.5% | +27.5% |
| YTD | +55.8% | -59.6% | +115.4% | +63.0% |
| 1Y | +54.6% | -78.0% | +132.6% | +69.1% |
| 3Y | +36.6% | -92.7% | +129.3% | +56.0% |
| 5Y | +160.6% | -97.8% | +258.5% | +213.1% |
| All | +372.6% | -95.8% | +468.4% | +492.1% |
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 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