+36.1%
LNT vs SOXQ
+279.9%
-243.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.9% |
| 7D | -1.1% | +2.3% | -3.4% | -1.1% |
| 30D | -1.9% | -3.9% | +2.0% | -1.9% |
| 3M | -7.2% | -4.7% | -2.4% | -7.3% |
| 6M | -3.9% | +47.9% | -51.8% | -5.6% |
| YTD | +5.9% | +64.3% | -58.5% | +3.5% |
| 1Y | +8.4% | +95.7% | -87.3% | +5.1% |
| 3Y | +46.6% | +231.5% | -184.9% | +33.3% |
| 5Y | +32.4% | +255.0% | -222.5% | +14.7% |
| All | +36.1% | +279.9% | -243.9% | +17.5% |
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