+18.3%
WBD vs LCID
-95.4%
+113.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.2% | -0.7% |
| 7D | -1.8% | -6.6% | +4.8% | -0.9% |
| 30D | +8.8% | -30.1% | +38.9% | +13.9% |
| 3M | +4.6% | -17.6% | +22.2% | +4.4% |
| 6M | +1.1% | -54.4% | +55.5% | +9.1% |
| YTD | -2.0% | -55.7% | +53.7% | +5.4% |
| 1Y | +140.0% | -71.0% | +211.1% | +172.7% |
| 3Y | +144.4% | -92.6% | +237.0% | +218.7% |
| 5Y | -0.2% | -97.6% | +97.4% | +41.3% |
| All | +18.3% | -95.4% | +113.7% | +64.9% |
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