-97.6%
LCID vs WU
-51.1%
-46.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | +0.3% |
| 7D | +1.8% | -0.8% | +2.6% | +2.2% |
| 30D | -34.2% | -1.1% | -33.1% | -34.0% |
| 3M | -9.1% | -1.8% | -7.3% | -8.3% |
| 6M | -52.6% | -23.9% | -28.7% | -45.6% |
| YTD | -56.2% | -20.4% | -35.8% | -51.1% |
| 1Y | -74.9% | -10.6% | -64.3% | -73.8% |
| 3Y | -92.1% | -27.7% | -64.3% | -90.9% |
| 5Y | -97.6% | -51.1% | -46.4% | -96.8% |
| All | -97.6% | -51.1% | -46.4% | -96.8% |
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