+131.2%
LSCC vs SOXQ
+243.8%
-112.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.5% |
| 7D | +21.2% | +16.4% | +4.8% | +2.4% |
| 30D | -1.9% | -13.9% | +12.0% | +16.6% |
| 3M | -8.1% | -15.1% | +7.1% | +11.9% |
| 6M | -5.2% | -10.2% | +4.9% | +7.1% |
| YTD | +61.5% | +48.7% | +12.8% | +2.1% |
| 1Y | +81.3% | +48.9% | +32.4% | +13.7% |
| 3Y | +108.7% | +197.4% | -88.7% | -43.4% |
| 5Y | +44.1% | +188.2% | -144.0% | -56.8% |
| All | +131.2% | +243.8% | -112.6% | -40.7% |
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 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