+85.8%
LSCC vs SOXQ
+49.6%
+36.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +5.7% | +4.6% | +4.2% |
| 7D | +14.5% | +2.9% | +11.6% | +10.8% |
| 30D | -0.1% | -13.6% | +13.6% | +17.4% |
| 3M | -2.7% | -12.5% | +9.9% | +13.7% |
| 6M | -4.8% | -12.4% | +7.6% | +9.9% |
| YTD | +66.9% | +49.6% | +17.3% | +10.9% |
| 1Y | +85.8% | +52.0% | +33.9% | +23.1% |
| All | +85.8% | +49.6% | +36.2% | +23.1% |
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