+29.6%
IWD vs LCID
-71.9%
+101.5%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.8% |
| 7D | -0.3% | -6.6% | +6.3% | 0.0% |
| 30D | +0.6% | -30.1% | +30.7% | +2.2% |
| 3M | +7.2% | -17.6% | +24.8% | +7.1% |
| 6M | +16.2% | -54.4% | +70.6% | +21.1% |
| YTD | +23.3% | -55.7% | +79.1% | +28.3% |
| 1Y | +29.6% | -71.0% | +100.6% | +40.0% |
| All | +29.6% | -71.9% | +101.5% | +40.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling