+47.2%
SW vs LCID
-95.4%
+142.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.5% | +1.1% |
| 7D | -5.1% | -6.6% | +1.5% | -4.7% |
| 30D | -4.6% | -30.1% | +25.6% | -2.3% |
| 3M | +9.4% | -17.6% | +27.0% | +9.7% |
| 6M | +3.5% | -54.4% | +57.9% | +7.6% |
| YTD | +22.0% | -55.7% | +77.8% | +26.6% |
| 1Y | +2.2% | -71.0% | +73.2% | +8.7% |
| 3Y | +19.6% | -92.6% | +112.2% | +33.5% |
| 5Y | -2.3% | -97.6% | +95.3% | +13.7% |
| All | +47.2% | -95.4% | +142.7% | +89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 10y: compounded portfolio wealth divided by compounded LCID 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…
10y analysis · Full analysis span regression · 6 months rolling