+226.6%
WPM vs LCID
-95.8%
+322.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -7.8% | +8.8% | +1.4% |
| 7D | +3.9% | -9.3% | +13.2% | +4.2% |
| 30D | +17.7% | -35.4% | +53.1% | +19.5% |
| 3M | +39.4% | -17.1% | +56.5% | +39.4% |
| 6M | +6.4% | -58.9% | +65.4% | +8.9% |
| YTD | +34.0% | -59.6% | +93.6% | +37.0% |
| 1Y | +50.5% | -78.0% | +128.5% | +56.7% |
| 3Y | +280.3% | -92.7% | +373.0% | +301.3% |
| 5Y | +266.3% | -97.8% | +364.2% | +295.6% |
| All | +226.6% | -95.8% | +322.4% | +270.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling