+132.4%
WBD vs LCID
-54.4%
+186.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +1.9% | +1.5% |
| 7D | +3.1% | +3.2% | -0.1% | +2.5% |
| 30D | +34.4% | -18.1% | +52.5% | +38.7% |
| 3M | +110.6% | -19.3% | +130.0% | +116.9% |
| 6M | +153.4% | -31.6% | +184.9% | +163.7% |
| YTD | +117.4% | -43.1% | +160.5% | +130.0% |
| 1Y | +150.3% | -22.3% | +172.6% | +151.4% |
| All | +132.4% | -54.4% | +186.8% | +165.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling