+834.7%
KLAC vs LCID
-96.8%
+931.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -11.3% | +9.0% | -0.8% |
| 7D | +21.2% | +9.2% | +12.0% | +19.7% |
| 30D | -14.5% | -3.0% | -11.5% | -14.5% |
| 3M | -24.4% | -50.2% | +25.8% | -17.5% |
| 6M | -12.9% | -45.8% | +32.9% | -8.2% |
| YTD | +29.9% | -69.2% | +99.1% | +46.6% |
| 1Y | +31.9% | -80.4% | +112.3% | +57.7% |
| 3Y | +201.5% | -91.4% | +293.0% | +276.2% |
| 5Y | +298.6% | -99.3% | +397.8% | +535.5% |
| All | +834.7% | -96.8% | +931.5% | +1,199.9% |
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 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