+109.4%
WAT vs LCID
-95.4%
+204.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.1% |
| 7D | -1.3% | -6.6% | +5.3% | -0.8% |
| 30D | +2.3% | -30.1% | +32.5% | +5.1% |
| 3M | +8.7% | -17.6% | +26.3% | +8.9% |
| 6M | +28.3% | -54.4% | +82.7% | +34.3% |
| YTD | +7.8% | -55.7% | +63.5% | +12.6% |
| 1Y | +36.6% | -71.0% | +107.6% | +47.1% |
| 3Y | +45.7% | -92.6% | +138.3% | +67.0% |
| 5Y | -3.3% | -97.6% | +94.3% | +15.7% |
| All | +109.4% | -95.4% | +204.9% | +146.6% |
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 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