-20.5%
WY vs LCID
-97.7%
+77.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.4% | -1.3% |
| 7D | -2.1% | +1.8% | -3.8% | -2.2% |
| 30D | -10.5% | -34.2% | +23.8% | -7.3% |
| 3M | -4.9% | -9.1% | +4.3% | -5.8% |
| 6M | -4.9% | -52.6% | +47.7% | -0.4% |
| YTD | -1.7% | -56.2% | +54.5% | +3.3% |
| 1Y | -9.4% | -74.9% | +65.5% | +0.3% |
| 3Y | -22.3% | -92.1% | +69.8% | -7.9% |
| 5Y | -20.5% | -97.6% | +77.0% | +3.0% |
| All | -20.5% | -97.7% | +77.1% | +3.0% |
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