-98.2%
LCID vs SOXQ
+288.7%
-386.9%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -2.0% |
| 7D | +1.8% | +5.3% | -3.5% | -2.0% |
| 30D | -34.2% | -3.7% | -30.5% | -32.3% |
| 3M | -9.1% | -7.8% | -1.3% | -7.2% |
| 6M | -52.6% | +58.4% | -111.0% | -69.7% |
| YTD | -56.2% | +68.1% | -124.3% | -73.5% |
| 1Y | -74.9% | +105.4% | -180.3% | -87.3% |
| 3Y | -92.1% | +239.2% | -331.3% | -97.8% |
| 5Y | -97.6% | +266.9% | -364.5% | -99.3% |
| All | -98.2% | +288.7% | -386.9% | -99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling