-5.1%
WAT vs LCID
-97.7%
+92.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.5% |
| 7D | -0.7% | +1.8% | -2.5% | -0.9% |
| 30D | -1.0% | -34.2% | +33.3% | +2.7% |
| 3M | +10.9% | -9.1% | +20.0% | +10.0% |
| 6M | +33.2% | -52.6% | +85.8% | +40.0% |
| YTD | +6.1% | -56.2% | +62.3% | +11.8% |
| 1Y | +30.2% | -74.9% | +105.1% | +44.3% |
| 3Y | +52.9% | -92.1% | +144.9% | +79.4% |
| 5Y | -5.1% | -97.6% | +92.4% | +21.8% |
| All | -5.1% | -97.7% | +92.5% | +21.8% |
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