-27.1%
LDOS vs SOXQ
+104.8%
-131.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.3% | -4.2% | -2.8% |
| 7D | -7.1% | +5.3% | -12.4% | -7.0% |
| 30D | -6.1% | -3.7% | -2.4% | -6.2% |
| 3M | +5.6% | -7.8% | +13.4% | +4.7% |
| 6M | -26.9% | +58.4% | -85.3% | -29.8% |
| YTD | -27.9% | +68.1% | -96.1% | -32.0% |
| All | -27.1% | +104.8% | -131.9% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling