-13.5%
KHC vs LCID
-97.7%
+84.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.2% |
| 7D | -2.2% | +1.8% | -4.0% | -2.2% |
| 30D | -0.1% | -34.2% | +34.1% | +0.7% |
| 3M | +8.3% | -9.1% | +17.5% | +8.4% |
| 6M | +5.0% | -52.6% | +57.6% | +6.0% |
| YTD | +8.0% | -56.2% | +64.2% | +9.1% |
| 1Y | -1.1% | -74.9% | +73.8% | +1.0% |
| 3Y | -10.7% | -92.1% | +81.4% | -8.3% |
| 5Y | -13.5% | -97.6% | +84.0% | -12.9% |
| All | -13.5% | -97.7% | +84.2% | -12.9% |
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