-3.5%
WBD vs LCID
-83.4%
+79.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.5% |
| 7D | +2.0% | +3.9% | -1.9% | +1.3% |
| 30D | +34.8% | -19.0% | +53.8% | +39.1% |
| 3M | +113.8% | -22.4% | +136.2% | +121.1% |
| 6M | +154.1% | -32.3% | +186.4% | +164.3% |
| YTD | +118.1% | -43.7% | +161.8% | +131.4% |
| 1Y | +147.1% | -27.4% | +174.4% | +150.8% |
| 3Y | +94.7% | -86.8% | +181.5% | +135.6% |
| 5Y | +2.7% | -82.4% | +85.2% | +17.5% |
| All | -3.5% | -83.4% | +79.9% | +16.9% |
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