+712.3%
WDC vs LCID
-93.0%
+805.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +10.4% | -11.8% | -2.5% |
| 7D | -28.0% | +8.9% | -36.9% | -28.5% |
| 30D | -34.9% | -15.4% | -19.5% | -33.9% |
| 3M | -41.6% | -52.9% | +11.3% | -37.3% |
| 6M | -45.4% | -46.8% | +1.5% | -42.9% |
| YTD | +53.3% | -68.9% | +122.2% | +69.7% |
| 1Y | +61.5% | -81.7% | +143.2% | +87.6% |
| 3Y | +712.3% | -92.4% | +804.7% | +888.4% |
| All | +712.3% | -93.0% | +805.4% | +888.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling