-8.6%
LHX vs SOXQ
+29.4%
-38.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -12.1% | +11.5% | -1.1% |
| 7D | -7.3% | -21.6% | +14.3% | -8.3% |
| 30D | +8.5% | -31.7% | +40.2% | +6.9% |
| 3M | -9.4% | -24.8% | +15.4% | -10.4% |
| 6M | -14.0% | -17.7% | +3.7% | -17.4% |
| YTD | -11.0% | +27.7% | -38.7% | -24.4% |
| 1Y | -8.6% | +26.0% | -34.6% | -22.3% |
| All | -8.6% | +29.4% | -38.0% | -22.3% |
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