-34.8%
LII vs SOXQ
+98.3%
-133.1%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.5% | -2.3% |
| 7D | -6.3% | +0.8% | -7.0% | -6.5% |
| 30D | -13.0% | -4.6% | -8.5% | -11.9% |
| 3M | -29.0% | -10.2% | -18.9% | -27.5% |
| 6M | -27.7% | +49.7% | -77.3% | -38.5% |
| YTD | -24.2% | +67.2% | -91.5% | -38.0% |
| 1Y | -34.8% | +98.0% | -132.8% | -51.4% |
| All | -34.8% | +98.3% | -133.1% | -51.4% |
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