+16.2%
KDP vs LCID
-99.3%
+115.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -9.2% | +11.8% | +2.8% |
| 7D | -0.8% | -10.2% | +9.4% | -0.6% |
| 30D | +9.7% | -10.2% | +19.9% | +9.9% |
| 3M | +17.6% | -54.1% | +71.7% | +19.1% |
| 6M | +25.8% | -53.8% | +79.5% | +27.0% |
| YTD | +33.9% | -72.0% | +105.9% | +36.1% |
| 1Y | +38.9% | -80.5% | +119.4% | +42.1% |
| 3Y | +26.8% | -92.6% | +119.3% | +30.6% |
| All | +16.2% | -99.3% | +115.6% | +24.9% |
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