+302.6%
GWW vs LCID
-95.4%
+398.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.9% | +0.8% |
| 7D | +1.4% | -6.6% | +8.0% | +1.6% |
| 30D | +3.3% | -30.1% | +33.4% | +4.4% |
| 3M | +2.9% | -17.6% | +20.5% | +2.9% |
| 6M | +15.8% | -54.4% | +70.2% | +18.0% |
| YTD | +32.0% | -55.7% | +87.8% | +34.4% |
| 1Y | +29.9% | -71.0% | +100.9% | +33.8% |
| 3Y | +91.1% | -92.6% | +183.7% | +102.3% |
| 5Y | +223.9% | -97.6% | +321.5% | +252.5% |
| All | +302.6% | -95.4% | +398.0% | +351.1% |
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