-71.0%
LCID vs WSM
+19.9%
-90.9%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.4% | +0.3% |
| 7D | -6.6% | -3.3% | -3.3% | -4.3% |
| 30D | -30.1% | -8.4% | -21.8% | -25.7% |
| 3M | -17.6% | +9.7% | -27.3% | -22.9% |
| 6M | -54.4% | +16.7% | -71.1% | -59.0% |
| YTD | -55.7% | +28.7% | -84.4% | -62.5% |
| 1Y | -71.0% | +13.7% | -84.7% | -73.7% |
| All | -71.0% | +19.9% | -90.9% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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