-2.7%
KMB vs LCID
-99.3%
+96.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -11.3% | +9.8% | -1.4% |
| 7D | -3.0% | +9.2% | -12.2% | -3.1% |
| 30D | +9.1% | -3.0% | +12.0% | +9.0% |
| 3M | -0.4% | -50.2% | +49.8% | +0.1% |
| 6M | +13.0% | -45.8% | +58.8% | +13.3% |
| YTD | +10.3% | -69.2% | +79.5% | +11.1% |
| 1Y | +8.2% | -80.4% | +88.6% | +9.6% |
| 3Y | +0.4% | -91.4% | +91.8% | +1.7% |
| 5Y | -2.7% | -99.3% | +96.6% | +0.6% |
| All | -2.7% | -99.3% | +96.6% | +0.6% |
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