-35.9%
KWEB vs LCID
-78.4%
+42.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.6% |
| 7D | -5.6% | -9.8% | +4.3% | -4.5% |
| 30D | -10.7% | -35.5% | +24.8% | -6.7% |
| 3M | -7.4% | -18.4% | +11.0% | -7.7% |
| 6M | -19.3% | -60.5% | +41.2% | -11.6% |
| YTD | -27.8% | -60.1% | +32.3% | -21.3% |
| 1Y | -35.9% | -78.8% | +42.9% | -22.5% |
| All | -35.9% | -78.4% | +42.4% | -22.5% |
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