-78.8%
LCID vs SOXQ
+98.3%
-177.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.2% |
| 7D | -9.8% | +0.8% | -10.6% | -10.1% |
| 30D | -35.5% | -4.6% | -30.9% | -34.2% |
| 3M | -18.4% | -10.2% | -8.2% | -16.3% |
| 6M | -60.5% | +49.7% | -110.2% | -72.2% |
| YTD | -60.1% | +67.2% | -127.3% | -74.4% |
| 1Y | -78.8% | +98.0% | -176.8% | -87.7% |
| All | -78.8% | +98.3% | -177.1% | -87.7% |
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