+58.8%
XRT vs LCID
-92.2%
+150.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.2% | +9.6% | +1.3% |
| 7D | +1.7% | -10.2% | +11.9% | +2.7% |
| 30D | +7.5% | -10.2% | +17.7% | +8.2% |
| 3M | +2.2% | -54.1% | +56.3% | +9.3% |
| 6M | +14.7% | -53.8% | +68.4% | +20.6% |
| YTD | +7.5% | -72.0% | +79.5% | +18.1% |
| 1Y | +14.1% | -80.5% | +94.6% | +29.9% |
| 3Y | +58.8% | -92.6% | +151.3% | +96.3% |
| All | +58.8% | -92.2% | +150.9% | +96.3% |
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 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