+26.9%
KRE vs LCID
-79.4%
+106.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +11.6% | -9.9% | +0.9% |
| 7D | +2.8% | -1.2% | +4.0% | +2.8% |
| 30D | +5.3% | -19.2% | +24.5% | +6.5% |
| 3M | -4.2% | -56.7% | +52.5% | +0.7% |
| 6M | +8.7% | -49.6% | +58.3% | +12.6% |
| YTD | +16.4% | -68.1% | +84.5% | +27.1% |
| 1Y | +26.9% | -79.4% | +106.3% | +47.8% |
| All | +26.9% | -79.4% | +106.2% | +47.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling