+25.9%
LMT vs SOXQ
+45.5%
-19.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.1% | -3.8% | -7.1% |
| 7D | -5.5% | -12.1% | +6.6% | -6.5% |
| 30D | +17.5% | -22.0% | +39.5% | +15.6% |
| 3M | +1.6% | -15.6% | +17.2% | +0.4% |
| 6M | +16.3% | -2.4% | +18.7% | +13.1% |
| YTD | +25.3% | +45.4% | -20.1% | +17.8% |
| 1Y | +25.9% | +47.7% | -21.8% | +18.7% |
| All | +25.9% | +45.5% | -19.6% | +18.7% |
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