+389.9%
LRCX vs SOXQ
+279.9%
+110.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.6% | -3.0% | -2.6% |
| 7D | +1.8% | +2.3% | -0.5% | -0.6% |
| 30D | -4.3% | -3.9% | -0.4% | +0.5% |
| 3M | -7.3% | -4.7% | -2.6% | +0.5% |
| 6M | +38.6% | +47.9% | -9.3% | -8.1% |
| YTD | +74.4% | +64.3% | +10.1% | +4.4% |
| 1Y | +179.1% | +95.7% | +83.4% | +39.0% |
| 3Y | +357.7% | +231.5% | +126.2% | +28.6% |
| 5Y | +424.9% | +255.0% | +169.9% | +38.3% |
| All | +389.9% | +279.9% | +110.0% | +23.2% |
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