+18.1%
WBD vs LCID
-95.9%
+114.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.3% |
| 7D | -0.6% | -9.1% | +8.5% | +0.7% |
| 30D | +4.2% | -37.6% | +41.8% | +10.8% |
| 3M | +7.5% | -11.1% | +18.6% | +6.0% |
| 6M | +1.6% | -59.2% | +60.8% | +11.3% |
| YTD | -2.2% | -60.5% | +58.3% | +6.8% |
| 1Y | +124.9% | -78.5% | +203.4% | +167.4% |
| 3Y | +149.1% | -92.8% | +242.0% | +225.8% |
| 5Y | +7.8% | -97.9% | +105.7% | +55.2% |
| All | +18.1% | -95.9% | +114.0% | +67.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling