+17.0%
KDP vs LCID
-99.2%
+116.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.4% | -11.1% | -0.9% |
| 7D | +2.2% | +8.9% | -6.7% | +2.0% |
| 30D | +19.9% | -15.4% | +35.4% | +20.2% |
| 3M | +21.5% | -52.9% | +74.4% | +22.9% |
| 6M | +30.1% | -46.8% | +77.0% | +31.0% |
| YTD | +34.9% | -68.9% | +103.8% | +36.8% |
| 1Y | +43.4% | -81.7% | +125.1% | +46.7% |
| 3Y | +29.1% | -92.4% | +121.5% | +32.8% |
| All | +17.0% | -99.2% | +116.2% | +24.7% |
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