-13.6%
SOUN vs LCID
-97.7%
+84.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -7.8% | +6.4% | +2.1% |
| 7D | -4.4% | -9.3% | +4.9% | -0.3% |
| 30D | -13.1% | -35.4% | +22.3% | +4.7% |
| 3M | -7.7% | -17.1% | +9.4% | -9.7% |
| 6M | -21.2% | -58.9% | +37.8% | +6.2% |
| YTD | -35.0% | -59.6% | +24.6% | -12.6% |
| 1Y | -56.4% | -78.0% | +21.6% | -21.7% |
| 3Y | +181.7% | -92.7% | +274.4% | +637.6% |
| All | -13.6% | -97.7% | +84.1% | +271.5% |
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