+331.4%
WAB vs LCID
-95.4%
+426.8%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.6% |
| 7D | -3.2% | -6.6% | +3.4% | -2.8% |
| 30D | -4.4% | -30.1% | +25.7% | -2.5% |
| 3M | +7.9% | -17.6% | +25.5% | +7.9% |
| 6M | +8.7% | -54.4% | +63.1% | +12.7% |
| YTD | +33.0% | -55.7% | +88.7% | +37.6% |
| 1Y | +46.7% | -71.0% | +117.7% | +55.6% |
| 3Y | +153.0% | -92.6% | +245.6% | +182.8% |
| 5Y | +222.3% | -97.6% | +319.9% | +276.4% |
| All | +331.4% | -95.4% | +426.8% | +389.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling