+12.6%
SOFI vs LCID
-97.9%
+110.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | 0.0% |
| 7D | -7.0% | -9.1% | +2.1% | -4.2% |
| 30D | -4.3% | -37.6% | +33.3% | +10.9% |
| 3M | +8.4% | -11.1% | +19.5% | +5.5% |
| 6M | -5.9% | -59.2% | +53.3% | +17.1% |
| YTD | -34.3% | -60.5% | +26.2% | -18.2% |
| 1Y | -32.6% | -78.5% | +45.9% | +2.0% |
| 3Y | +101.3% | -92.8% | +194.1% | +283.0% |
| 5Y | +12.6% | -97.9% | +110.5% | +289.3% |
| All | +12.6% | -97.9% | +110.5% | +289.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling