+35.9%
XOP vs LCID
-92.3%
+128.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.7% | +1.7% |
| 7D | +0.6% | +1.8% | -1.1% | +0.5% |
| 30D | +16.5% | -34.2% | +50.8% | +19.1% |
| 3M | +15.7% | -9.1% | +24.8% | +14.8% |
| 6M | +19.2% | -52.6% | +71.8% | +23.7% |
| YTD | +55.0% | -56.2% | +111.1% | +61.3% |
| 1Y | +54.2% | -74.9% | +129.1% | +67.0% |
| 3Y | +35.9% | -92.1% | +127.9% | +54.8% |
| All | +35.9% | -92.3% | +128.1% | +54.8% |
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