+463.0%
KGC vs LCID
-97.6%
+560.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.4% |
| 7D | -1.3% | -6.6% | +5.3% | -0.9% |
| 30D | +20.3% | -30.1% | +50.4% | +22.4% |
| 3M | +8.1% | -17.6% | +25.7% | +7.9% |
| 6M | -8.8% | -54.4% | +45.7% | -6.1% |
| YTD | +10.1% | -55.7% | +65.8% | +13.2% |
| 1Y | +44.2% | -71.0% | +115.3% | +51.4% |
| 3Y | +533.0% | -92.6% | +625.7% | +593.5% |
| All | +463.0% | -97.6% | +560.6% | +608.1% |
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