+42.0%
SOFI vs LCID
-95.8%
+137.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.3% | +0.4% |
| 7D | -4.9% | -9.8% | +4.9% | -2.3% |
| 30D | -3.5% | -35.5% | +32.0% | +8.5% |
| 3M | +3.9% | -18.4% | +22.3% | +4.5% |
| 6M | -6.5% | -60.5% | +54.0% | +13.7% |
| YTD | -33.8% | -60.1% | +26.2% | -20.5% |
| 1Y | -33.3% | -78.8% | +45.5% | -5.1% |
| 3Y | +94.6% | -92.8% | +187.4% | +231.1% |
| 5Y | +13.3% | -97.9% | +111.2% | +158.4% |
| All | +42.0% | -95.8% | +137.8% | +366.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling