+55.7%
LMT vs SOXQ
+286.7%
-231.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.1% |
| 7D | -0.2% | +0.8% | -1.0% | -0.2% |
| 30D | -13.1% | -4.6% | -8.5% | -13.1% |
| 3M | -3.9% | -10.2% | +6.3% | -4.0% |
| 6M | -18.3% | +49.7% | -67.9% | -19.4% |
| YTD | +10.3% | +67.2% | -56.9% | +8.5% |
| 1Y | +14.2% | +98.0% | -83.8% | +11.9% |
| 3Y | +35.0% | +237.2% | -202.2% | +28.4% |
| 5Y | +73.2% | +261.3% | -188.0% | +58.2% |
| All | +55.7% | +286.7% | -231.0% | +42.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling