-4.4%
KVUE vs LCID
-71.9%
+67.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.0% |
| 7D | -2.2% | -6.6% | +4.3% | -2.5% |
| 30D | -3.7% | -30.1% | +26.5% | -5.0% |
| 3M | +12.3% | -17.6% | +29.9% | +12.1% |
| 6M | +5.4% | -54.4% | +59.9% | +0.2% |
| YTD | +12.4% | -55.7% | +68.2% | +6.9% |
| 1Y | -4.4% | -71.0% | +66.7% | -13.0% |
| All | -4.4% | -71.9% | +67.5% | -13.0% |
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