+1,011.9%
WDC vs LCID
-96.8%
+1,108.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -11.3% | +10.6% | +0.6% |
| 7D | +16.3% | +9.2% | +7.1% | +14.9% |
| 30D | -18.3% | -3.0% | -15.3% | -18.2% |
| 3M | -31.4% | -50.2% | +18.8% | -26.3% |
| 6M | -36.3% | -45.8% | +9.6% | -33.6% |
| YTD | +80.8% | -69.2% | +150.0% | +100.4% |
| 1Y | +87.7% | -80.4% | +168.1% | +118.5% |
| 3Y | +819.4% | -91.4% | +910.9% | +1,004.6% |
| 5Y | +583.2% | -99.3% | +682.5% | +886.0% |
| All | +1,011.9% | -96.8% | +1,108.8% | +1,651.3% |
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