+14.7%
WMB vs LCID
-78.6%
+93.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.7% | -3.2% | +1.7% |
| 7D | -6.9% | +24.8% | -31.7% | -5.8% |
| 30D | -7.2% | -0.5% | -6.6% | -6.8% |
| 3M | -5.4% | -43.0% | +37.5% | -6.9% |
| 6M | -4.9% | -40.5% | +35.7% | -5.5% |
| YTD | +14.7% | -64.3% | +79.0% | +15.9% |
| 1Y | +14.7% | -78.1% | +92.8% | +22.3% |
| All | +14.7% | -78.6% | +93.3% | +22.3% |
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 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