+42.2%
LLY vs SOXQ
+45.6%
-3.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.7% | +1.0% |
| 7D | +6.7% | +8.2% | -1.4% | +7.3% |
| 30D | +19.6% | -13.2% | +32.7% | +18.0% |
| 3M | +19.7% | -18.5% | +38.2% | +17.7% |
| 6M | +42.7% | -15.4% | +58.2% | +39.1% |
| YTD | +35.1% | +43.6% | -8.4% | +26.1% |
| 1Y | +42.2% | +49.2% | -7.1% | +32.7% |
| All | +42.2% | +45.6% | -3.4% | +32.7% |
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 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