-8.1%
LII vs SOXQ
+201.0%
-209.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.7% | -4.9% | -1.1% |
| 7D | -2.3% | +2.9% | -5.2% | -3.6% |
| 30D | -1.7% | -13.6% | +11.9% | +2.5% |
| 3M | -18.3% | -12.5% | -5.7% | -15.7% |
| 6M | -32.3% | -12.4% | -20.0% | -31.4% |
| YTD | -27.1% | +49.6% | -76.7% | -40.7% |
| 1Y | -27.2% | +52.0% | -79.1% | -41.3% |
| All | -8.1% | +201.0% | -209.1% | -46.2% |
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