+546.2%
LITE vs SOXQ
+171.5%
+374.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +7.0% | +3.7% | +3.3% |
| 7D | -12.9% | -2.9% | -10.0% | -9.0% |
| 30D | -46.0% | -20.1% | -25.8% | -29.7% |
| 3M | -33.0% | -18.6% | -14.4% | -13.2% |
| 6M | -34.0% | -14.6% | -19.4% | -17.8% |
| YTD | +61.7% | +42.1% | +19.7% | +24.9% |
| 1Y | +148.3% | +45.2% | +103.1% | +91.1% |
| 3Y | +1,408.5% | +195.3% | +1,213.2% | +593.1% |
| 5Y | +546.2% | +174.8% | +371.4% | +203.4% |
| All | +546.2% | +171.5% | +374.7% | +203.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling