+73.2%
IWD vs LCID
-99.3%
+172.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.2% | +9.4% | +0.8% |
| 7D | +2.3% | -10.2% | +12.5% | +2.9% |
| 30D | +3.6% | -10.2% | +13.8% | +4.0% |
| 3M | +2.2% | -54.1% | +56.3% | +6.8% |
| 6M | +13.0% | -53.8% | +66.7% | +16.8% |
| YTD | +26.5% | -72.0% | +98.6% | +34.6% |
| 1Y | +30.1% | -80.5% | +110.7% | +41.7% |
| 3Y | +84.9% | -92.6% | +177.4% | +107.0% |
| All | +73.2% | -99.3% | +172.6% | +117.9% |
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