-0.1%
SW vs LCID
-99.1%
+99.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +11.6% | -7.5% | +3.0% |
| 7D | +12.1% | -1.2% | +13.2% | +12.1% |
| 30D | +6.6% | -19.2% | +25.7% | +8.4% |
| 3M | -6.0% | -56.7% | +50.7% | +1.0% |
| 6M | +21.5% | -49.6% | +71.1% | +26.9% |
| YTD | +20.3% | -68.1% | +88.4% | +30.2% |
| 1Y | +28.1% | -79.4% | +107.6% | +44.2% |
| 3Y | +51.6% | -92.7% | +144.3% | +79.4% |
| 5Y | -0.1% | -99.1% | +99.0% | +34.4% |
| All | -0.1% | -99.1% | +99.0% | +34.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling