+310.7%
WWD vs LCID
-97.1%
+407.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.2% | +8.6% | 0.0% |
| 7D | +4.0% | -10.2% | +14.1% | +4.6% |
| 30D | +0.4% | -10.2% | +10.6% | +0.8% |
| 3M | -7.9% | -54.1% | +46.2% | -3.7% |
| 6M | -10.6% | -53.8% | +43.1% | -7.6% |
| YTD | +9.4% | -72.0% | +81.4% | +16.3% |
| 1Y | +25.7% | -80.5% | +106.3% | +36.6% |
| 3Y | +148.5% | -92.6% | +241.1% | +176.5% |
| 5Y | +189.5% | -99.3% | +288.8% | +248.0% |
| All | +310.7% | -97.1% | +407.8% | +407.4% |
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