+37.6%
XOP vs LCID
-90.9%
+128.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +9.4% | -9.2% | -0.2% |
| 7D | -10.0% | +20.0% | -30.0% | -10.8% |
| 30D | -9.1% | -5.0% | -4.1% | -9.0% |
| 3M | +5.1% | -48.9% | +53.9% | +8.4% |
| 6M | +6.4% | -43.2% | +49.6% | +8.2% |
| YTD | +39.7% | -65.9% | +105.7% | +46.8% |
| 1Y | +37.2% | -79.2% | +116.4% | +49.4% |
| 3Y | +37.6% | -90.4% | +128.0% | +57.7% |
| All | +37.6% | -90.9% | +128.6% | +57.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling