+146.3%
WWD vs LCID
-93.0%
+239.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +10.4% | -7.0% | +2.6% |
| 7D | +4.2% | +8.9% | -4.8% | +3.4% |
| 30D | -2.1% | -15.4% | +13.3% | -1.2% |
| 3M | -13.2% | -52.9% | +39.7% | -8.7% |
| 6M | -16.9% | -46.8% | +30.0% | -14.6% |
| YTD | +5.2% | -68.9% | +74.1% | +12.5% |
| 1Y | +20.6% | -81.7% | +102.3% | +33.7% |
| 3Y | +146.3% | -92.4% | +238.7% | +170.6% |
| All | +146.3% | -93.0% | +239.3% | +170.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling