+221.8%
EWT vs LCID
-96.8%
+318.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -11.3% | +8.4% | -2.1% |
| 7D | +13.2% | +9.2% | +4.0% | +12.5% |
| 30D | -14.3% | -3.0% | -11.3% | -14.2% |
| 3M | -8.4% | -50.2% | +41.8% | -4.4% |
| 6M | +3.7% | -45.8% | +49.6% | +6.5% |
| YTD | +53.1% | -69.2% | +122.3% | +62.2% |
| 1Y | +55.5% | -80.4% | +135.9% | +69.3% |
| 3Y | +155.6% | -91.4% | +247.1% | +183.4% |
| 5Y | +119.3% | -99.3% | +218.6% | +165.5% |
| All | +221.8% | -96.8% | +318.6% | +276.1% |
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