+30.2%
WAT vs LCID
-74.3%
+104.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.5% |
| 7D | -0.7% | +1.8% | -2.5% | -0.8% |
| 30D | -1.0% | -34.2% | +33.3% | +1.7% |
| 3M | +10.9% | -9.1% | +20.0% | +10.0% |
| 6M | +33.2% | -52.6% | +85.8% | +41.8% |
| YTD | +6.1% | -56.2% | +62.3% | +13.1% |
| 1Y | +30.2% | -74.9% | +105.1% | +51.6% |
| All | +30.2% | -74.3% | +104.5% | +51.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling