+51.1%
WEC vs LCID
-96.8%
+147.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -11.3% | +11.3% | 0.0% |
| 7D | -0.7% | +9.2% | -9.9% | -0.7% |
| 30D | +11.0% | -3.0% | +13.9% | +11.0% |
| 3M | +8.6% | -50.2% | +58.8% | +8.4% |
| 6M | +6.2% | -45.8% | +52.0% | +6.1% |
| YTD | +14.3% | -69.2% | +83.5% | +14.2% |
| 1Y | +8.4% | -80.4% | +88.8% | +8.3% |
| 3Y | +62.9% | -91.4% | +154.3% | +62.7% |
| 5Y | +55.8% | -99.3% | +155.1% | +50.1% |
| All | +51.1% | -96.8% | +147.9% | +54.7% |
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