+17.0%
LII vs SOXQ
+279.9%
-262.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | +0.2% |
| 7D | -3.5% | +2.3% | -5.8% | -4.4% |
| 30D | -13.5% | -3.9% | -9.6% | -12.3% |
| 3M | -26.0% | -4.7% | -21.3% | -25.7% |
| 6M | -26.8% | +47.9% | -74.7% | -39.6% |
| YTD | -22.9% | +64.3% | -87.2% | -39.6% |
| 1Y | -32.6% | +95.7% | -128.3% | -51.5% |
| 3Y | -1.3% | +231.5% | -232.8% | -46.3% |
| 5Y | +23.1% | +255.0% | -231.9% | -39.0% |
| All | +17.0% | +279.9% | -262.9% | -43.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling