-97.6%
LCID vs BBWI
-66.0%
-31.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.1% | +0.6% |
| 7D | -6.6% | +1.5% | -8.1% | -7.1% |
| 30D | -30.1% | -5.2% | -25.0% | -29.4% |
| 3M | -17.6% | +11.1% | -28.7% | -21.6% |
| 6M | -54.4% | -13.4% | -41.1% | -52.8% |
| YTD | -55.7% | +0.1% | -55.8% | -57.0% |
| 1Y | -71.0% | -36.1% | -34.9% | -66.9% |
| 3Y | -92.6% | -44.1% | -48.5% | -91.6% |
| All | -97.6% | -66.0% | -31.6% | -96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling