+452.1%
KLAC vs LCID
-97.8%
+549.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -7.8% | +4.6% | -2.0% |
| 7D | +6.2% | -9.3% | +15.5% | +7.8% |
| 30D | -5.0% | -35.4% | +30.4% | +1.4% |
| 3M | -14.4% | -17.1% | +2.7% | -14.3% |
| 6M | +28.3% | -58.9% | +87.2% | +42.7% |
| YTD | +51.1% | -59.6% | +110.7% | +67.5% |
| 1Y | +100.4% | -78.0% | +178.4% | +143.1% |
| 3Y | +276.3% | -92.7% | +369.0% | +403.8% |
| 5Y | +452.1% | -97.8% | +549.9% | +842.2% |
| All | +452.1% | -97.8% | +549.8% | +842.2% |
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