-79.4%
LCID vs SOXQ
+45.5%
-124.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -3.1% | +14.7% | +12.8% |
| 7D | -1.2% | -12.1% | +10.9% | +3.8% |
| 30D | -19.2% | -22.0% | +2.9% | -10.8% |
| 3M | -56.7% | -15.6% | -41.1% | -53.7% |
| 6M | -49.6% | -2.4% | -47.3% | -54.0% |
| YTD | -68.1% | +45.4% | -113.5% | -79.9% |
| 1Y | -79.4% | +47.7% | -127.1% | -87.4% |
| All | -79.4% | +45.5% | -124.9% | -87.4% |
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