-15.3%
WDAY vs LCID
-71.9%
+56.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.7% | -7.1% | -5.6% |
| 7D | -4.4% | -6.6% | +2.2% | -3.6% |
| 30D | +14.7% | -30.1% | +44.9% | +19.9% |
| 3M | +32.4% | -17.6% | +50.0% | +33.1% |
| 6M | +36.9% | -54.4% | +91.3% | +48.0% |
| YTD | -8.8% | -55.7% | +46.9% | -1.5% |
| 1Y | -15.3% | -71.0% | +55.7% | -5.1% |
| All | -15.3% | -71.9% | +56.6% | -5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling