+992.6%
WDC vs LCID
-97.7%
+1,090.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +2.3% |
| 7D | +6.0% | +1.8% | +4.2% | +5.7% |
| 30D | +9.9% | -34.2% | +44.2% | +16.1% |
| 3M | -9.4% | -9.1% | -0.3% | -10.9% |
| 6M | +94.7% | -52.6% | +147.3% | +110.0% |
| YTD | +177.4% | -56.2% | +233.6% | +201.3% |
| 1Y | +412.6% | -74.9% | +487.5% | +499.6% |
| 3Y | +1,359.8% | -92.1% | +1,451.8% | +1,775.6% |
| 5Y | +992.6% | -97.6% | +1,090.1% | +1,635.1% |
| All | +992.6% | -97.7% | +1,090.2% | +1,635.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling