-71.0%
LCID vs SOXQ
+111.3%
-182.4%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.4% | -1.6% | +0.4% |
| 7D | -6.6% | +2.3% | -8.9% | -7.4% |
| 30D | -30.1% | -2.3% | -27.9% | -29.4% |
| 3M | -17.6% | -13.8% | -3.8% | -13.5% |
| 6M | -54.4% | +48.6% | -103.0% | -68.1% |
| YTD | -55.7% | +66.0% | -121.7% | -71.9% |
| 1Y | -71.0% | +107.9% | -178.9% | -83.0% |
| All | -71.0% | +111.3% | -182.4% | -83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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