+64.7%
WEC vs LCID
-92.2%
+156.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -9.2% | +10.1% | +1.0% |
| 7D | +2.3% | -10.2% | +12.5% | +2.4% |
| 30D | +11.1% | -10.2% | +21.2% | +11.1% |
| 3M | +8.4% | -54.1% | +62.6% | +8.8% |
| 6M | +7.5% | -53.8% | +61.3% | +7.8% |
| YTD | +15.3% | -72.0% | +87.4% | +16.4% |
| 1Y | +9.7% | -80.5% | +90.3% | +11.5% |
| 3Y | +64.7% | -92.6% | +157.2% | +69.3% |
| All | +64.7% | -92.2% | +156.8% | +69.3% |
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 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