+20.8%
WM vs LCID
-79.4%
+100.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +11.6% | -10.0% | +1.8% |
| 7D | +5.9% | -1.2% | +7.1% | +5.9% |
| 30D | +15.4% | -19.2% | +34.6% | +14.8% |
| 3M | +6.3% | -56.7% | +63.0% | +4.4% |
| 6M | +5.6% | -49.6% | +55.2% | +4.7% |
| YTD | +9.9% | -68.1% | +78.1% | +9.1% |
| 1Y | +20.8% | -79.4% | +100.2% | +18.6% |
| All | +20.8% | -79.4% | +100.2% | +18.6% |
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 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