+119.0%
SOFI vs LCID
-92.2%
+211.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -9.2% | +7.9% | +1.0% |
| 7D | -4.9% | -10.2% | +5.3% | -2.6% |
| 30D | +8.4% | -10.2% | +18.6% | +10.4% |
| 3M | -16.3% | -54.1% | +37.8% | +0.3% |
| 6M | +0.7% | -53.8% | +54.5% | +16.0% |
| YTD | -41.1% | -72.0% | +30.9% | -23.5% |
| 1Y | -45.7% | -80.5% | +34.8% | -22.2% |
| 3Y | +119.0% | -92.6% | +211.6% | +266.3% |
| All | +119.0% | -92.2% | +211.2% | +266.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling