+222.9%
WPM vs LCID
-95.4%
+318.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.1% |
| 7D | +1.1% | -6.6% | +7.7% | +1.3% |
| 30D | +26.4% | -30.1% | +56.5% | +28.0% |
| 3M | +20.8% | -17.6% | +38.4% | +20.9% |
| 6M | +1.1% | -54.4% | +55.5% | +3.1% |
| YTD | +32.5% | -55.7% | +88.2% | +35.0% |
| 1Y | +51.5% | -71.0% | +122.6% | +56.4% |
| 3Y | +267.0% | -92.6% | +359.7% | +286.8% |
| 5Y | +250.1% | -97.6% | +347.7% | +276.8% |
| All | +222.9% | -95.4% | +318.3% | +264.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling