+47.6%
SOFI vs LCID
-95.4%
+143.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.9% |
| 7D | +5.6% | +1.8% | +3.9% | +5.1% |
| 30D | -2.0% | -34.2% | +32.2% | +9.5% |
| 3M | +9.2% | -9.1% | +18.3% | +6.5% |
| 6M | -4.7% | -52.6% | +47.9% | +10.1% |
| YTD | -31.2% | -56.2% | +25.0% | -19.3% |
| 1Y | -30.6% | -74.9% | +44.3% | -5.8% |
| 3Y | +110.6% | -92.1% | +202.7% | +249.6% |
| 5Y | +16.4% | -97.6% | +114.0% | +157.5% |
| All | +47.6% | -95.4% | +143.0% | +373.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling