+11.4%
KRE vs LCID
-99.3%
+110.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -9.2% | +9.5% | +1.3% |
| 7D | +0.7% | -10.2% | +10.9% | +1.7% |
| 30D | +6.1% | -10.2% | +16.3% | +6.8% |
| 3M | -5.9% | -54.1% | +48.2% | +1.6% |
| 6M | +9.6% | -53.8% | +63.4% | +16.0% |
| YTD | +14.2% | -72.0% | +86.2% | +27.1% |
| 1Y | +22.5% | -80.5% | +103.0% | +42.1% |
| 3Y | +90.4% | -92.6% | +182.9% | +133.0% |
| All | +11.4% | -99.3% | +110.8% | +65.3% |
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 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