+178.4%
WMT vs LCID
-99.3%
+277.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.2% | +10.7% | +1.6% |
| 7D | +2.0% | -10.2% | +12.2% | +2.2% |
| 30D | +10.3% | -10.2% | +20.5% | +10.3% |
| 3M | +11.0% | -54.1% | +65.1% | +12.0% |
| 6M | -2.3% | -53.8% | +51.4% | -1.6% |
| YTD | +15.7% | -72.0% | +87.7% | +17.4% |
| 1Y | +26.0% | -80.5% | +106.5% | +28.7% |
| 3Y | +136.5% | -92.6% | +229.1% | +143.4% |
| All | +178.4% | -99.3% | +277.8% | +191.5% |
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