-92.8%
LCID vs SOXQ
+227.1%
-319.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.5% | -0.8% |
| 7D | -9.1% | +2.3% | -11.5% | -10.2% |
| 30D | -37.6% | -3.9% | -33.7% | -36.3% |
| 3M | -11.1% | -4.7% | -6.3% | -11.4% |
| 6M | -59.2% | +47.9% | -107.1% | -69.4% |
| YTD | -60.5% | +64.3% | -124.8% | -72.2% |
| 1Y | -78.5% | +95.7% | -174.2% | -86.4% |
| All | -92.8% | +227.1% | -319.9% | -97.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling