-24.4%
KVUE vs LCID
-94.4%
+70.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.2% |
| 7D | -6.1% | -9.1% | +3.0% | -6.1% |
| 30D | -5.6% | -37.6% | +32.0% | -5.3% |
| 3M | -0.3% | -11.1% | +10.7% | -0.4% |
| 6M | +1.4% | -59.2% | +60.5% | +1.8% |
| YTD | +6.7% | -60.5% | +67.2% | +7.2% |
| 1Y | +1.0% | -78.5% | +79.5% | +2.0% |
| 3Y | -5.4% | -92.8% | +87.5% | -5.9% |
| All | -24.4% | -94.4% | +70.0% | -25.4% |
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