+154.5%
EWT vs LCID
-97.8%
+252.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.8% | +8.0% | +0.8% |
| 7D | +2.1% | -9.3% | +11.5% | +2.9% |
| 30D | +9.4% | -35.4% | +44.8% | +13.0% |
| 3M | +10.9% | -17.1% | +28.0% | +10.8% |
| 6M | +57.9% | -58.9% | +116.9% | +66.3% |
| YTD | +75.9% | -59.6% | +135.5% | +84.7% |
| 1Y | +89.7% | -78.0% | +167.7% | +107.9% |
| 3Y | +200.9% | -92.7% | +293.6% | +243.7% |
| 5Y | +154.5% | -97.8% | +252.3% | +213.2% |
| All | +154.5% | -97.8% | +252.3% | +213.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling