-4.8%
SOXL vs LCID
-99.3%
+94.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -9.2% | -1.8% | -6.6% |
| 7D | +26.9% | -10.2% | +37.0% | +33.5% |
| 30D | -47.2% | -10.2% | -37.1% | -43.8% |
| 3M | -59.9% | -54.1% | -5.7% | -41.3% |
| 6M | -68.3% | -53.8% | -14.6% | -58.2% |
| YTD | +38.8% | -72.0% | +110.9% | +128.7% |
| 1Y | +48.8% | -80.5% | +129.3% | +193.0% |
| 3Y | +196.5% | -92.6% | +289.1% | +661.8% |
| All | -4.8% | -99.3% | +94.5% | +820.7% |
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