-31.8%
LVS vs SOXQ
+45.5%
-77.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.1% | +9.6% | +6.5% |
| 7D | +13.4% | -12.1% | +25.5% | +13.7% |
| 30D | +12.2% | -22.0% | +34.2% | +12.7% |
| 3M | -10.7% | -15.6% | +4.8% | -10.5% |
| 6M | -19.8% | -2.4% | -17.5% | -23.0% |
| YTD | -35.8% | +45.4% | -81.2% | -43.3% |
| 1Y | -31.8% | +47.7% | -79.5% | -39.8% |
| All | -31.8% | +45.5% | -77.3% | -39.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling