+89.7%
XRT vs LCID
-95.4%
+185.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.8% |
| 7D | +0.8% | -6.6% | +7.4% | +1.5% |
| 30D | -4.2% | -30.1% | +26.0% | -0.8% |
| 3M | +5.1% | -17.6% | +22.7% | +5.3% |
| 6M | +2.4% | -54.4% | +56.8% | +8.6% |
| YTD | +3.2% | -55.7% | +58.9% | +9.2% |
| 1Y | +1.5% | -71.0% | +72.6% | +11.8% |
| 3Y | +40.6% | -92.6% | +133.2% | +69.5% |
| 5Y | -1.0% | -97.6% | +96.6% | +30.5% |
| All | +89.7% | -95.4% | +185.1% | +151.7% |
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 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