+673.2%
LITE vs SOXQ
+243.8%
+429.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.0% |
| 7D | +22.6% | +16.4% | +6.1% | +5.3% |
| 30D | -36.8% | -13.9% | -22.9% | -24.1% |
| 3M | -33.0% | -15.1% | -17.9% | -17.3% |
| 6M | -37.1% | -10.2% | -26.9% | -25.8% |
| YTD | +69.5% | +48.7% | +20.8% | +25.9% |
| 1Y | +146.1% | +48.9% | +97.2% | +85.3% |
| 3Y | +1,440.8% | +197.4% | +1,243.4% | +606.4% |
| 5Y | +580.4% | +188.2% | +392.3% | +208.2% |
| All | +673.2% | +243.8% | +429.4% | +225.7% |
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