+129.3%
WFC vs LCID
-97.6%
+227.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.9% | +0.7% |
| 7D | +3.8% | -6.6% | +10.4% | +4.3% |
| 30D | +1.5% | -30.1% | +31.6% | +4.1% |
| 3M | +10.9% | -17.6% | +28.5% | +10.9% |
| 6M | +8.4% | -54.4% | +62.9% | +13.3% |
| YTD | -1.9% | -55.7% | +53.8% | +2.5% |
| 1Y | +12.3% | -71.0% | +83.4% | +20.7% |
| 3Y | +132.3% | -92.6% | +225.0% | +168.0% |
| All | +129.3% | -97.6% | +227.0% | +179.6% |
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