+133.7%
LTH vs SOXQ
+268.1%
-134.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | +0.5% |
| 7D | -3.7% | +2.3% | -6.1% | -4.7% |
| 30D | -5.3% | -3.9% | -1.4% | -4.0% |
| 3M | +24.2% | -4.7% | +28.9% | +23.3% |
| 6M | +54.8% | +47.9% | +6.9% | +22.0% |
| YTD | +56.1% | +64.3% | -8.3% | +15.9% |
| 1Y | +45.5% | +95.7% | -50.2% | -3.0% |
| 3Y | +155.9% | +231.5% | -75.6% | +12.6% |
| All | +133.7% | +268.1% | -134.5% | -3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling