+271.2%
EWT vs LCID
-95.4%
+366.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.1% | +1.7% |
| 7D | +4.0% | -6.6% | +10.6% | +4.4% |
| 30D | +10.3% | -30.1% | +40.5% | +12.8% |
| 3M | +6.1% | -17.6% | +23.7% | +6.2% |
| 6M | +56.6% | -54.4% | +111.1% | +62.6% |
| YTD | +76.6% | -55.7% | +132.3% | +83.0% |
| 1Y | +97.9% | -71.0% | +168.9% | +110.1% |
| 3Y | +198.0% | -92.6% | +290.6% | +232.5% |
| 5Y | +151.8% | -97.6% | +249.4% | +190.5% |
| All | +271.2% | -95.4% | +366.6% | +324.5% |
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