+63.3%
WM vs LCID
-99.2%
+162.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -11.6% | +12.7% | +1.2% |
| 7D | +4.5% | -6.9% | +11.4% | +4.5% |
| 30D | +16.1% | -28.4% | +44.4% | +16.1% |
| 3M | +8.0% | -55.5% | +63.6% | +8.1% |
| 6M | +8.4% | -52.3% | +60.7% | +8.4% |
| YTD | +11.2% | -71.8% | +83.0% | +11.5% |
| 1Y | +22.3% | -82.7% | +105.0% | +23.0% |
| 3Y | +50.2% | -93.5% | +143.8% | +51.7% |
| 5Y | +63.3% | -99.3% | +162.6% | +69.4% |
| All | +63.3% | -99.2% | +162.5% | +69.4% |
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