+92.4%
LIN vs SOXQ
+227.1%
-134.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +2.0% | -5.7% | +7.7% | +2.9% |
| 30D | +7.9% | -20.5% | +28.3% | +12.1% |
| 3M | +6.3% | -16.6% | +22.9% | +9.1% |
| 6M | +6.5% | -15.0% | +21.4% | +7.1% |
| YTD | +23.6% | +41.5% | -17.9% | +8.9% |
| 1Y | +25.7% | +40.2% | -14.5% | +10.7% |
| 3Y | +35.6% | +183.0% | -147.4% | -9.2% |
| 5Y | +65.9% | +181.3% | -115.4% | +5.5% |
| All | +92.4% | +227.1% | -134.7% | +16.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling