+40.0%
WPM vs LCID
-79.4%
+119.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +11.6% | +0.4% | +10.9% |
| 7D | +3.9% | -1.2% | +5.1% | +3.8% |
| 30D | -3.5% | -19.2% | +15.7% | -2.0% |
| 3M | +14.1% | -56.7% | +70.8% | +20.7% |
| 6M | +6.2% | -49.6% | +55.9% | +10.1% |
| YTD | +12.4% | -68.1% | +80.5% | +23.0% |
| 1Y | +40.0% | -79.4% | +119.4% | +66.2% |
| All | +40.0% | -79.4% | +119.3% | +66.2% |
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