+224.0%
GWW vs LCID
-97.7%
+321.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.6% | -2.6% |
| 7D | -1.5% | +1.8% | -3.3% | -1.6% |
| 30D | +1.1% | -34.2% | +35.3% | +3.1% |
| 3M | -1.0% | -9.1% | +8.1% | -1.5% |
| 6M | +16.3% | -52.6% | +68.9% | +19.6% |
| YTD | +28.5% | -56.2% | +84.7% | +32.4% |
| 1Y | +30.3% | -74.9% | +105.2% | +37.8% |
| 3Y | +91.6% | -92.1% | +183.7% | +110.8% |
| 5Y | +224.0% | -97.6% | +321.5% | +279.2% |
| All | +224.0% | -97.7% | +321.6% | +279.2% |
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