+6.8%
KDP vs LCID
-97.6%
+104.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -0.9% |
| 7D | +1.3% | -6.6% | +7.9% | +1.4% |
| 30D | +6.0% | -30.1% | +36.1% | +6.6% |
| 3M | +9.2% | -17.6% | +26.8% | +9.3% |
| 6M | +14.7% | -54.4% | +69.1% | +15.9% |
| YTD | +19.2% | -55.7% | +74.9% | +20.4% |
| 1Y | +15.2% | -71.0% | +86.2% | +17.0% |
| 3Y | +6.0% | -92.6% | +98.6% | +9.6% |
| All | +6.8% | -97.6% | +104.5% | +13.5% |
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