-99.3%
LCID vs BWA
+26.5%
-125.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.7% | +7.7% | +8.8% |
| 7D | +8.9% | -5.5% | +14.4% | +12.8% |
| 30D | -15.4% | -21.7% | +6.3% | -2.2% |
| 3M | -52.9% | -25.6% | -27.2% | -44.0% |
| 6M | -46.8% | -17.4% | -29.4% | -41.8% |
| YTD | -68.9% | +9.2% | -78.1% | -73.3% |
| 1Y | -81.7% | +9.7% | -91.4% | -84.3% |
| 3Y | -92.4% | +54.6% | -147.0% | -95.0% |
| All | -99.3% | +26.5% | -125.7% | -99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling