+72.0%
LIN vs SOXQ
+290.2%
-218.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -0.4% |
| 7D | -4.0% | +5.2% | -9.2% | -4.9% |
| 30D | -4.9% | -0.5% | -4.4% | -5.0% |
| 3M | -9.2% | -5.6% | -3.6% | -9.2% |
| 6M | -2.6% | +53.0% | -55.6% | -14.0% |
| YTD | +10.5% | +68.8% | -58.3% | -5.2% |
| 1Y | -0.1% | +105.7% | -105.8% | -19.4% |
| 3Y | +25.4% | +240.5% | -215.1% | -18.7% |
| 5Y | +59.7% | +266.8% | -207.1% | -4.4% |
| All | +72.0% | +290.2% | -218.2% | +1.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling