-78.0%
LCID vs BBWI
-35.2%
-42.7%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -6.3% | -1.5% | -5.9% |
| 7D | -9.3% | -4.4% | -4.9% | -8.1% |
| 30D | -35.4% | -7.4% | -28.0% | -34.3% |
| 3M | -17.1% | -2.2% | -14.9% | -15.9% |
| 6M | -58.9% | -16.3% | -42.6% | -57.0% |
| YTD | -59.6% | -9.1% | -50.5% | -58.3% |
| 1Y | -78.0% | -34.5% | -43.5% | -74.8% |
| All | -78.0% | -35.2% | -42.7% | -74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling