+551.8%
LITE vs SOXQ
+105.6%
+446.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.6% |
| 7D | +13.6% | +5.2% | +8.4% | +6.3% |
| 30D | +21.6% | -0.5% | +22.1% | +23.9% |
| 3M | +20.3% | -5.6% | +26.0% | +30.5% |
| 6M | +54.4% | +53.0% | +1.3% | -22.5% |
| YTD | +168.3% | +68.8% | +99.5% | +13.1% |
| 1Y | +551.8% | +105.7% | +446.1% | +113.3% |
| All | +551.8% | +105.6% | +446.2% | +113.3% |
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