+139.3%
LTH vs SOXQ
+276.7%
-137.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -2.3% |
| 7D | +1.5% | +5.3% | -3.8% | -0.7% |
| 30D | -3.1% | -3.7% | +0.6% | -1.7% |
| 3M | +28.1% | -7.8% | +35.9% | +29.3% |
| 6M | +67.4% | +58.4% | +9.0% | +27.7% |
| YTD | +59.8% | +68.1% | -8.4% | +17.5% |
| 1Y | +45.6% | +105.4% | -59.8% | -5.2% |
| 3Y | +162.0% | +239.2% | -77.2% | +14.2% |
| All | +139.3% | +276.7% | -137.4% | -2.0% |
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