-78.1%
LCID vs WU
-14.8%
-63.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.2% | +3.6% | +4.0% |
| 7D | +24.8% | +11.0% | +13.8% | +16.1% |
| 30D | -0.5% | +13.4% | -13.9% | -8.5% |
| 3M | -43.0% | +2.2% | -45.2% | -44.4% |
| 6M | -40.5% | -18.2% | -22.3% | -33.9% |
| YTD | -64.3% | -18.3% | -46.0% | -61.3% |
| 1Y | -78.1% | -12.2% | -65.9% | -78.2% |
| All | -78.1% | -14.8% | -63.3% | -78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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