+2.0%
LII vs SOXQ
+237.4%
-235.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.9% |
| 7D | +2.1% | +5.3% | -3.2% | +0.1% |
| 30D | -12.4% | -3.7% | -8.7% | -11.3% |
| 3M | -24.8% | -7.8% | -17.0% | -23.5% |
| 6M | -25.2% | +58.4% | -83.5% | -39.3% |
| YTD | -20.3% | +68.1% | -88.4% | -37.3% |
| 1Y | -32.9% | +105.4% | -138.3% | -51.9% |
| 3Y | +2.0% | +239.2% | -237.2% | -45.3% |
| All | +2.0% | +237.4% | -235.4% | -45.3% |
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 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