+208.1%
LRCX vs SOXQ
+111.3%
+96.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.4% | +1.8% | +0.8% |
| 7D | +1.9% | +2.3% | -0.4% | -1.0% |
| 30D | +0.1% | -2.3% | +2.3% | +3.1% |
| 3M | -8.5% | -13.8% | +5.3% | +11.6% |
| 6M | +38.1% | +48.6% | -10.6% | -17.5% |
| YTD | +80.1% | +66.0% | +14.1% | -5.4% |
| 1Y | +208.1% | +107.9% | +100.2% | +26.2% |
| All | +208.1% | +111.3% | +96.7% | +26.2% |
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 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