+96.5%
SOUN vs LCID
-90.3%
+186.7%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.7% | +2.0% |
| 7D | -9.5% | +8.9% | -18.4% | -13.3% |
| 30D | -21.3% | +6.8% | -28.2% | -24.5% |
| 3M | -47.2% | -45.2% | -2.0% | -35.3% |
| 6M | -53.7% | -39.1% | -14.6% | -49.3% |
| YTD | -60.8% | -65.3% | +4.5% | -46.4% |
| 1Y | -70.9% | -78.4% | +7.5% | -51.3% |
| All | +96.5% | -90.3% | +186.7% | +337.3% |
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