+55.8%
IWF vs LCID
-99.2%
+155.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.4% | -6.5% | +2.0% |
| 7D | -1.0% | +20.0% | -21.0% | -2.9% |
| 30D | -10.1% | -5.0% | -5.1% | -9.9% |
| 3M | -7.6% | -48.9% | +41.3% | -1.9% |
| 6M | -6.7% | -43.2% | +36.5% | -3.6% |
| YTD | -2.5% | -65.9% | +63.4% | +5.3% |
| 1Y | -2.1% | -79.2% | +77.1% | +11.1% |
| 3Y | +68.6% | -90.4% | +159.1% | +95.3% |
| 5Y | +55.8% | -99.2% | +155.0% | +134.6% |
| All | +55.8% | -99.2% | +155.1% | +134.6% |
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 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