+27.3%
LIN vs SOXQ
+45.5%
-18.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.1% | +5.7% | +2.4% |
| 7D | +3.3% | -12.1% | +15.4% | +2.8% |
| 30D | +8.8% | -22.0% | +30.8% | +8.0% |
| 3M | +8.6% | -15.6% | +24.2% | +8.1% |
| 6M | +7.0% | -2.4% | +9.4% | +6.8% |
| YTD | +24.3% | +45.4% | -21.1% | +27.0% |
| 1Y | +27.3% | +47.7% | -20.4% | +29.1% |
| All | +27.3% | +45.5% | -18.2% | +29.1% |
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