+23.5%
KEY vs LCID
-78.8%
+102.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.1% | +0.6% |
| 7D | -0.5% | +8.9% | -9.4% | -1.1% |
| 30D | +6.7% | +6.8% | -0.1% | +6.0% |
| 3M | -4.6% | -45.2% | +40.6% | -1.9% |
| 6M | +2.6% | -39.1% | +41.7% | +3.8% |
| YTD | +7.0% | -65.3% | +72.2% | +15.9% |
| 1Y | +23.5% | -78.4% | +101.9% | +45.5% |
| All | +23.5% | -78.8% | +102.2% | +45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling