+41.5%
XOP vs LCID
-80.6%
+122.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -11.3% | +13.0% | +1.5% |
| 7D | +5.2% | +9.2% | -4.1% | +5.3% |
| 30D | -8.4% | -3.0% | -5.4% | -8.3% |
| 3M | +2.9% | -50.2% | +53.2% | +3.5% |
| 6M | +8.8% | -45.8% | +54.7% | +9.7% |
| YTD | +46.9% | -69.2% | +116.1% | +54.5% |
| 1Y | +41.5% | -80.4% | +121.9% | +56.3% |
| All | +41.5% | -80.6% | +122.1% | +56.3% |
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