+157.6%
KMI vs LCID
-97.8%
+255.4%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.8% | +6.0% | -1.5% |
| 7D | -1.8% | -9.3% | +7.6% | -1.5% |
| 30D | +0.1% | -35.4% | +35.5% | +1.4% |
| 3M | +1.2% | -17.1% | +18.2% | +0.9% |
| 6M | -3.9% | -58.9% | +55.0% | -1.5% |
| YTD | +17.5% | -59.6% | +77.1% | +20.3% |
| 1Y | +22.6% | -78.0% | +100.6% | +28.7% |
| 3Y | +116.3% | -92.7% | +209.0% | +133.3% |
| 5Y | +157.6% | -97.8% | +255.5% | +196.2% |
| All | +157.6% | -97.8% | +255.4% | +196.2% |
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