+122.0%
LSCC vs SOXQ
+279.9%
-157.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | +1.9% |
| 7D | +0.4% | +2.3% | -1.9% | -2.3% |
| 30D | -9.5% | -3.9% | -5.6% | -5.3% |
| 3M | -13.8% | -4.7% | -9.0% | -9.4% |
| 6M | +24.5% | +47.9% | -23.4% | -21.6% |
| YTD | +55.1% | +64.3% | -9.2% | -13.3% |
| 1Y | +72.5% | +95.7% | -23.2% | -21.8% |
| 3Y | +24.5% | +231.5% | -207.0% | -70.5% |
| 5Y | +81.8% | +255.0% | -173.2% | -57.0% |
| All | +122.0% | +279.9% | -157.9% | -49.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling