+180.3%
WMB vs LCID
-99.2%
+279.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.4% | -10.7% | -0.6% |
| 7D | -13.8% | +8.9% | -22.8% | -14.0% |
| 30D | -10.3% | -15.4% | +5.1% | -10.0% |
| 3M | -10.1% | -52.9% | +42.8% | -8.1% |
| 6M | -11.8% | -46.8% | +35.0% | -11.0% |
| YTD | +8.9% | -68.9% | +77.8% | +12.4% |
| 1Y | +14.0% | -81.7% | +95.6% | +20.6% |
| 3Y | +100.5% | -92.4% | +192.9% | +115.8% |
| All | +180.3% | -99.2% | +279.5% | +225.6% |
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