-35.2%
XYL vs LCID
-82.0%
+46.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.2% | +9.4% | +0.8% |
| 7D | -3.7% | -10.2% | +6.5% | -3.1% |
| 30D | -8.3% | -10.2% | +1.9% | -8.0% |
| 3M | -21.4% | -54.1% | +32.7% | -17.6% |
| 6M | -12.9% | -53.8% | +40.8% | -9.6% |
| YTD | -30.1% | -72.0% | +42.0% | -23.4% |
| 1Y | -35.2% | -80.5% | +45.4% | -24.8% |
| All | -35.2% | -82.0% | +46.8% | -24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling