+225.8%
WELL vs LCID
-99.2%
+325.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.4% | -10.6% | -0.5% |
| 7D | +4.4% | +8.9% | -4.5% | +4.2% |
| 30D | +10.8% | -15.4% | +26.2% | +11.2% |
| 3M | +4.2% | -52.9% | +57.1% | +6.1% |
| 6M | +14.0% | -46.8% | +60.8% | +15.0% |
| YTD | +33.4% | -68.9% | +102.3% | +36.8% |
| 1Y | +32.4% | -81.7% | +114.1% | +38.5% |
| 3Y | +194.7% | -92.4% | +287.1% | +212.4% |
| All | +225.8% | -99.2% | +325.1% | +260.3% |
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 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