+230.1%
LNG vs SOXQ
+286.7%
-56.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | 0.0% |
| 7D | -4.7% | +0.8% | -5.4% | -4.8% |
| 30D | +3.8% | -4.6% | +8.4% | +4.3% |
| 3M | +16.2% | -10.2% | +26.3% | +16.9% |
| 6M | +11.7% | +49.7% | -38.0% | +2.2% |
| YTD | +44.2% | +67.2% | -23.0% | +28.6% |
| 1Y | +18.6% | +98.0% | -79.4% | +1.6% |
| 3Y | +77.4% | +237.2% | -159.8% | +29.3% |
| 5Y | +232.3% | +261.3% | -29.0% | +130.4% |
| All | +230.1% | +286.7% | -56.6% | +127.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling