+133.8%
LTH vs SOXQ
+274.7%
-140.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.7% | -0.7% |
| 7D | -4.0% | +0.8% | -4.8% | -4.4% |
| 30D | -5.3% | -4.6% | -0.7% | -3.6% |
| 3M | +19.0% | -10.2% | +29.2% | +21.7% |
| 6M | +55.8% | +49.7% | +6.1% | +22.1% |
| YTD | +56.1% | +67.2% | -11.1% | +15.0% |
| 1Y | +41.3% | +98.0% | -56.8% | -6.3% |
| 3Y | +156.6% | +237.2% | -80.5% | +12.1% |
| All | +133.8% | +274.7% | -140.9% | -4.1% |
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 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