-97.9%
LCID vs SOXQ
+251.3%
-349.2%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.5% | -0.2% |
| 7D | -9.1% | +2.3% | -11.5% | -10.7% |
| 30D | -37.6% | -3.9% | -33.7% | -35.8% |
| 3M | -11.1% | -4.7% | -6.3% | -11.8% |
| 6M | -59.2% | +47.9% | -107.1% | -72.6% |
| YTD | -60.5% | +64.3% | -124.8% | -75.7% |
| 1Y | -78.5% | +95.7% | -174.2% | -88.7% |
| 3Y | -92.8% | +231.5% | -324.4% | -98.0% |
| 5Y | -97.9% | +255.0% | -352.9% | -99.4% |
| All | -97.9% | +251.3% | -349.2% | -99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling