-18.0%
LVS vs SOXQ
+286.7%
-304.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.2% | -0.1% |
| 7D | -3.5% | +0.8% | -4.2% | -3.8% |
| 30D | -6.2% | -4.6% | -1.7% | -4.9% |
| 3M | -14.8% | -10.2% | -4.7% | -13.3% |
| 6M | -20.9% | +49.7% | -70.5% | -37.4% |
| YTD | -33.0% | +67.2% | -100.3% | -50.1% |
| 1Y | -20.0% | +98.0% | -118.0% | -45.6% |
| 3Y | -6.9% | +237.2% | -244.1% | -55.7% |
| 5Y | +9.1% | +261.3% | -252.2% | -50.0% |
| All | -18.0% | +286.7% | -304.6% | -62.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling