+464.2%
SOXX vs LCID
-95.9%
+560.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.7% |
| 7D | +1.4% | -9.8% | +11.2% | +2.7% |
| 30D | -3.6% | -35.5% | +31.9% | +1.8% |
| 3M | -10.2% | -18.4% | +8.2% | -9.9% |
| 6M | +54.2% | -60.5% | +114.7% | +69.2% |
| YTD | +75.2% | -60.1% | +135.3% | +90.9% |
| 1Y | +107.5% | -78.8% | +186.3% | +144.4% |
| 3Y | +226.8% | -92.8% | +319.5% | +314.2% |
| 5Y | +251.2% | -97.9% | +349.1% | +401.8% |
| All | +464.2% | -95.9% | +560.0% | +691.5% |
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 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