-32.7%
SOFI vs LCID
-99.3%
+66.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -9.2% | +7.9% | +1.7% |
| 7D | -4.9% | -10.2% | +5.3% | -1.9% |
| 30D | +8.4% | -10.2% | +18.6% | +10.9% |
| 3M | -16.3% | -54.1% | +37.8% | +6.1% |
| 6M | +0.7% | -53.8% | +54.5% | +20.0% |
| YTD | -41.1% | -72.0% | +30.9% | -18.6% |
| 1Y | -45.7% | -80.5% | +34.8% | -14.8% |
| 3Y | +119.0% | -92.6% | +211.6% | +304.3% |
| All | -32.7% | -99.3% | +66.6% | +185.7% |
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