+135.9%
KRE vs LCID
-95.4%
+231.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.4% |
| 7D | +1.3% | -6.6% | +7.9% | +1.9% |
| 30D | -2.7% | -30.1% | +27.5% | +0.3% |
| 3M | +8.2% | -17.6% | +25.8% | +8.3% |
| 6M | +12.8% | -54.4% | +67.2% | +18.8% |
| YTD | +17.5% | -55.7% | +73.2% | +23.6% |
| 1Y | +16.6% | -71.0% | +87.6% | +26.9% |
| 3Y | +79.5% | -92.6% | +172.1% | +111.1% |
| 5Y | +32.4% | -97.6% | +130.0% | +63.8% |
| All | +135.9% | -95.4% | +231.4% | +193.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling