-99.8%
SOXS vs LRCX
+216.8%
-316.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +5.1% | -15.3% | 0.0% |
| 7D | -7.0% | +1.9% | -8.9% | -2.4% |
| 30D | +2.8% | +0.1% | +2.7% | +8.1% |
| 3M | -9.8% | -8.5% | -1.4% | +31.3% |
| 6M | -99.2% | +38.1% | -137.2% | -91.7% |
| YTD | -99.5% | +80.1% | -179.6% | -91.0% |
| 1Y | -99.8% | +208.1% | -307.8% | -91.6% |
| All | -99.8% | +216.8% | -316.5% | -91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LRCX.
Daily Out/Under-Performance
Portfolio return minus LRCX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LRCX 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 LRCX 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