+28.2%
LSCC vs SOXQ
+237.4%
-209.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | 0.0% |
| 7D | +5.2% | +5.3% | -0.1% | -0.5% |
| 30D | -9.6% | -3.7% | -5.9% | -5.8% |
| 3M | -17.8% | -7.8% | -10.0% | -10.4% |
| 6M | +37.4% | +58.4% | -20.9% | -17.2% |
| YTD | +59.7% | +68.1% | -8.5% | -9.5% |
| 1Y | +76.2% | +105.4% | -29.1% | -20.1% |
| 3Y | +28.2% | +239.2% | -211.0% | -66.7% |
| All | +28.2% | +237.4% | -209.2% | -66.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling