-79.4%
LCID vs BWA
+17.4%
-96.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.5% | +14.1% | +12.2% |
| 7D | -1.2% | -9.9% | +8.7% | +1.6% |
| 30D | -19.2% | -16.4% | -2.8% | -15.3% |
| 3M | -56.7% | -19.8% | -36.8% | -54.1% |
| 6M | -49.6% | -10.0% | -39.7% | -48.2% |
| YTD | -68.1% | +12.7% | -80.9% | -76.0% |
| 1Y | -79.4% | +15.7% | -95.1% | -84.9% |
| All | -79.4% | +17.4% | -96.8% | -84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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