+130.2%
KRE vs LCID
-95.8%
+226.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.8% | +6.6% | -0.5% |
| 7D | -1.1% | -9.3% | +8.3% | -0.2% |
| 30D | -3.4% | -35.4% | +32.0% | +0.3% |
| 3M | +3.7% | -17.1% | +20.8% | +3.8% |
| 6M | +14.8% | -58.9% | +73.7% | +22.0% |
| YTD | +14.7% | -59.6% | +74.3% | +21.6% |
| 1Y | +16.0% | -78.0% | +94.0% | +29.6% |
| 3Y | +84.3% | -92.7% | +176.9% | +116.9% |
| 5Y | +30.9% | -97.8% | +128.7% | +63.2% |
| All | +130.2% | -95.8% | +226.1% | +188.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling