+362.2%
XOP vs LCID
-95.4%
+457.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.6% | -1.0% |
| 7D | +2.6% | -6.6% | +9.2% | +3.0% |
| 30D | +15.4% | -30.1% | +45.6% | +18.1% |
| 3M | +12.1% | -17.6% | +29.7% | +12.0% |
| 6M | +19.7% | -54.4% | +74.1% | +24.6% |
| YTD | +52.4% | -55.7% | +108.1% | +58.5% |
| 1Y | +47.6% | -71.0% | +118.6% | +57.9% |
| 3Y | +34.4% | -92.6% | +127.0% | +53.5% |
| 5Y | +154.4% | -97.6% | +252.0% | +203.5% |
| All | +362.2% | -95.4% | +457.6% | +475.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling