+36.3%
XOP vs LCID
-78.6%
+114.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | +0.8% |
| 7D | -8.4% | +24.8% | -33.2% | -8.1% |
| 30D | -8.4% | -0.5% | -7.8% | -8.1% |
| 3M | +0.2% | -43.0% | +43.1% | +0.9% |
| 6M | +7.2% | -40.5% | +47.8% | +8.7% |
| YTD | +40.8% | -64.3% | +105.1% | +48.4% |
| 1Y | +36.3% | -78.1% | +114.3% | +52.0% |
| All | +36.3% | -78.6% | +114.8% | +52.0% |
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 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