+156.5%
LTH vs SOXQ
+227.1%
-70.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | +0.1% |
| 7D | -3.7% | +2.3% | -6.1% | -4.4% |
| 30D | -5.3% | -3.9% | -1.4% | -4.4% |
| 3M | +24.2% | -4.7% | +28.9% | +23.7% |
| 6M | +54.8% | +47.9% | +6.9% | +31.0% |
| YTD | +56.1% | +64.3% | -8.3% | +26.7% |
| 1Y | +45.5% | +95.7% | -50.2% | +9.2% |
| All | +156.5% | +227.1% | -70.6% | +9.6% |
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 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