+16.6%
KRE vs LCID
-71.9%
+88.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.4% |
| 7D | +1.3% | -6.6% | +7.9% | +1.7% |
| 30D | -2.7% | -30.1% | +27.5% | -0.5% |
| 3M | +8.2% | -17.6% | +25.8% | +8.3% |
| 6M | +12.8% | -54.4% | +67.2% | +20.1% |
| YTD | +17.5% | -55.7% | +73.2% | +24.7% |
| 1Y | +16.6% | -71.0% | +87.6% | +33.3% |
| All | +16.6% | -71.9% | +88.5% | +33.3% |
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