+12.2%
KHC vs LCID
-95.4%
+107.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.7% |
| 7D | -1.8% | -6.6% | +4.8% | -1.7% |
| 30D | -1.9% | -30.1% | +28.3% | -1.4% |
| 3M | +14.4% | -17.6% | +32.0% | +14.5% |
| 6M | +8.7% | -54.4% | +63.2% | +9.4% |
| YTD | +7.8% | -55.7% | +63.5% | +8.5% |
| 1Y | -1.5% | -71.0% | +69.5% | -0.5% |
| 3Y | -9.9% | -92.6% | +82.8% | -8.5% |
| 5Y | -10.7% | -97.6% | +86.9% | -9.3% |
| All | +12.2% | -95.4% | +107.6% | +27.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling