+416.0%
LRCX vs SOXQ
+258.1%
+157.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -2.0% |
| 7D | -3.1% | +0.8% | -3.8% | -3.8% |
| 30D | -8.6% | -4.6% | -4.0% | -3.3% |
| 3M | -17.7% | -10.2% | -7.5% | -5.0% |
| 6M | +36.4% | +49.7% | -13.3% | -10.9% |
| YTD | +74.5% | +67.2% | +7.3% | +2.2% |
| 1Y | +159.4% | +98.0% | +61.4% | +27.1% |
| 3Y | +361.6% | +237.2% | +124.4% | +26.5% |
| All | +416.0% | +258.1% | +157.9% | +34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling