-27.9%
LEN vs SOXQ
+232.9%
-260.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.4% | +1.8% |
| 7D | -4.8% | +0.8% | -5.5% | -4.9% |
| 30D | -6.6% | -4.6% | -2.0% | -5.7% |
| 3M | -15.7% | -10.2% | -5.5% | -14.5% |
| 6M | -16.6% | +49.7% | -66.3% | -25.5% |
| YTD | -21.3% | +67.2% | -88.6% | -31.6% |
| 1Y | -42.0% | +98.0% | -140.0% | -51.9% |
| 3Y | -27.9% | +237.2% | -265.1% | -57.5% |
| All | -27.9% | +232.9% | -260.8% | -57.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling