+1,623.1%
WDC vs LCID
-95.8%
+1,719.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -7.8% | +8.8% | +1.9% |
| 7D | +7.5% | -9.3% | +16.8% | +8.6% |
| 30D | +10.1% | -35.4% | +45.5% | +15.4% |
| 3M | -6.8% | -17.1% | +10.3% | -7.1% |
| 6M | +84.1% | -58.9% | +143.1% | +99.0% |
| YTD | +180.3% | -59.6% | +239.9% | +202.4% |
| 1Y | +411.1% | -78.0% | +489.1% | +488.6% |
| 3Y | +1,375.0% | -92.7% | +1,467.7% | +1,710.9% |
| 5Y | +991.6% | -97.8% | +1,089.4% | +1,383.4% |
| All | +1,623.1% | -95.8% | +1,719.0% | +2,542.3% |
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