+162.1%
LTH vs SOXQ
+221.6%
-59.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.5% | +5.6% | +3.5% |
| 7D | -1.3% | +8.2% | -9.4% | -4.6% |
| 30D | +15.7% | -13.2% | +28.8% | +20.9% |
| 3M | +5.0% | -18.5% | +23.5% | +11.9% |
| 6M | +37.7% | -15.4% | +53.1% | +39.4% |
| YTD | +75.0% | +43.6% | +31.4% | +34.7% |
| 1Y | +82.6% | +49.2% | +33.4% | +37.2% |
| 3Y | +241.3% | +190.2% | +51.1% | +54.9% |
| 5Y | +135.4% | +178.2% | -42.8% | +5.3% |
| All | +162.1% | +221.6% | -59.6% | +12.4% |
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 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