-40.8%
SOFI vs LCID
-79.4%
+38.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +11.6% | -8.0% | +1.2% |
| 7D | +1.4% | -1.2% | +2.6% | +1.5% |
| 30D | +9.2% | -19.2% | +28.4% | +13.5% |
| 3M | -7.1% | -56.7% | +49.6% | +8.7% |
| 6M | +7.3% | -49.6% | +56.9% | +20.9% |
| YTD | -33.6% | -68.1% | +34.5% | -14.3% |
| 1Y | -40.8% | -79.4% | +38.6% | -8.5% |
| All | -40.8% | -79.4% | +38.5% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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