+1,870.5%
LITE vs SOXQ
+237.4%
+1,633.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.3% | +9.7% | +9.5% |
| 7D | +12.6% | +5.3% | +7.3% | +6.1% |
| 30D | +9.9% | -3.7% | +13.6% | +16.4% |
| 3M | +9.3% | -7.8% | +17.1% | +22.3% |
| 6M | +75.2% | +58.4% | +16.9% | +3.1% |
| YTD | +165.5% | +68.1% | +97.3% | +46.6% |
| 1Y | +555.0% | +105.4% | +449.6% | +199.4% |
| 3Y | +1,870.5% | +239.2% | +1,631.3% | +473.6% |
| All | +1,870.5% | +237.4% | +1,633.1% | +473.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling