-99.2%
LCID vs WU
-42.0%
-57.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.3% | +9.7% | +9.6% |
| 7D | +20.0% | +9.1% | +10.9% | +13.5% |
| 30D | -5.0% | +12.1% | -17.1% | -11.4% |
| 3M | -48.9% | +0.3% | -49.2% | -49.4% |
| 6M | -43.2% | -19.1% | -24.1% | -36.9% |
| YTD | -65.9% | -19.2% | -46.7% | -62.4% |
| 1Y | -79.2% | -15.3% | -63.9% | -77.6% |
| 3Y | -90.4% | -21.3% | -69.1% | -89.4% |
| 5Y | -99.2% | -41.7% | -57.5% | -98.9% |
| All | -99.2% | -42.0% | -57.2% | -98.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling