-99.2%
SOXS vs LRCX
+41.3%
-140.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -5.6% | +13.7% | -4.2% |
| 7D | -9.4% | +1.8% | -11.2% | -4.2% |
| 30D | +6.2% | -4.3% | +10.5% | +1.7% |
| 3M | -28.0% | -7.3% | -20.7% | +2.0% |
| 6M | -99.2% | +38.6% | -137.7% | -89.8% |
| All | -99.2% | +41.3% | -140.5% | -89.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling