+742.9%
SOXL vs LCID
-95.5%
+838.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.1% | +6.2% | +5.5% |
| 7D | +16.4% | +1.8% | +14.6% | +15.6% |
| 30D | -12.1% | -34.2% | +22.1% | +3.1% |
| 3M | -41.7% | -9.1% | -32.6% | -44.4% |
| 6M | +157.4% | -52.6% | +210.0% | +216.7% |
| YTD | +193.3% | -56.2% | +249.5% | +268.6% |
| 1Y | +355.3% | -74.9% | +430.2% | +609.5% |
| 3Y | +484.2% | -92.1% | +576.2% | +1,133.3% |
| 5Y | +182.7% | -97.6% | +280.2% | +868.2% |
| All | +742.9% | -95.5% | +838.4% | +2,658.7% |
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 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