-21.9%
KVUE vs LCID
-93.8%
+71.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.9% |
| 7D | -1.9% | +1.8% | -3.7% | -1.9% |
| 30D | -3.3% | -34.2% | +30.9% | -3.1% |
| 3M | +6.0% | -9.1% | +15.1% | +5.9% |
| 6M | +2.3% | -52.6% | +54.9% | +2.7% |
| YTD | +10.3% | -56.2% | +66.5% | +10.8% |
| 1Y | +4.6% | -74.9% | +79.5% | +5.4% |
| 3Y | -2.2% | -92.1% | +89.9% | -2.8% |
| All | -21.9% | -93.8% | +71.9% | -22.9% |
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