+30.9%
WELL vs LCID
-79.5%
+110.4%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +9.4% | -8.5% | +1.1% |
| 7D | +3.5% | +20.0% | -16.5% | +3.9% |
| 30D | +9.7% | -5.0% | +14.7% | +9.4% |
| 3M | +4.8% | -48.9% | +53.7% | +2.6% |
| 6M | +16.1% | -43.2% | +59.3% | +14.6% |
| YTD | +34.7% | -65.9% | +100.6% | +32.7% |
| All | +30.9% | -79.5% | +110.4% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling