+22.4%
LII vs SOXQ
+269.0%
-246.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.6% |
| 7D | +0.5% | +5.2% | -4.8% | -1.7% |
| 30D | -11.2% | -0.5% | -10.7% | -11.3% |
| 3M | -28.8% | -5.6% | -23.2% | -28.1% |
| 6M | -26.9% | +53.0% | -79.9% | -40.6% |
| YTD | -22.2% | +68.8% | -91.0% | -39.8% |
| 1Y | -32.0% | +105.7% | -137.7% | -52.2% |
| 3Y | -0.4% | +240.5% | -240.9% | -46.8% |
| 5Y | +22.4% | +266.8% | -244.3% | -41.4% |
| All | +22.4% | +269.0% | -246.5% | -41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling