-14.8%
KHC vs LCID
-99.2%
+84.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +10.4% | -13.2% | -3.0% |
| 7D | +1.1% | +8.9% | -7.8% | +0.9% |
| 30D | +12.0% | -15.4% | +27.4% | +12.3% |
| 3M | +0.2% | -52.9% | +53.0% | +1.6% |
| 6M | +10.3% | -46.8% | +57.2% | +11.4% |
| YTD | +6.7% | -68.9% | +75.6% | +8.5% |
| 1Y | +10.9% | -81.7% | +92.5% | +13.9% |
| 3Y | -12.6% | -92.4% | +79.8% | -9.8% |
| All | -14.8% | -99.2% | +84.4% | -12.3% |
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