+192.5%
WWD vs LCID
-97.7%
+290.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.9% |
| 7D | +0.8% | +1.8% | -1.0% | +0.7% |
| 30D | -6.4% | -34.2% | +27.8% | -3.5% |
| 3M | -5.6% | -9.1% | +3.5% | -6.3% |
| 6M | -9.1% | -52.6% | +43.5% | -5.2% |
| YTD | +12.5% | -56.2% | +68.7% | +17.6% |
| 1Y | +41.3% | -74.9% | +116.2% | +53.8% |
| 3Y | +170.2% | -92.1% | +262.3% | +207.3% |
| 5Y | +192.5% | -97.6% | +290.0% | +280.7% |
| All | +192.5% | -97.7% | +290.2% | +280.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling