+178.5%
SOXL vs LCID
-97.9%
+276.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -7.8% | +9.9% | +5.6% |
| 7D | +18.4% | -9.3% | +27.7% | +23.3% |
| 30D | -3.2% | -35.4% | +32.2% | +17.4% |
| 3M | -37.6% | -17.1% | -20.5% | -39.2% |
| 6M | +136.1% | -58.9% | +195.0% | +219.6% |
| YTD | +199.5% | -59.6% | +259.1% | +303.5% |
| 1Y | +363.2% | -78.0% | +441.2% | +730.4% |
| 3Y | +496.5% | -92.7% | +589.2% | +1,413.3% |
| All | +178.5% | -97.9% | +276.3% | +1,567.7% |
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