+13.6%
WFC vs LCID
-74.3%
+87.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.2% | -2.2% |
| 7D | +1.1% | +1.8% | -0.7% | +0.9% |
| 30D | +0.8% | -34.2% | +35.0% | +3.5% |
| 3M | +9.3% | -9.1% | +18.4% | +7.9% |
| 6M | +10.6% | -52.6% | +63.2% | +18.2% |
| YTD | -4.1% | -56.2% | +52.1% | +3.6% |
| 1Y | +13.6% | -74.9% | +88.5% | +31.8% |
| All | +13.6% | -74.3% | +87.8% | +31.8% |
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