-59.6%
ABCL vs SOXQ
+279.9%
-339.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.6% | -2.7% | -3.8% |
| 7D | -9.6% | +2.3% | -11.9% | -10.9% |
| 30D | +7.2% | -3.9% | +11.1% | +9.8% |
| 3M | +105.5% | -4.7% | +110.2% | +106.2% |
| 6M | +193.0% | +47.9% | +145.1% | +121.3% |
| YTD | +205.8% | +64.3% | +141.5% | +116.1% |
| 1Y | +144.4% | +95.7% | +48.7% | +56.5% |
| 3Y | +93.3% | +231.5% | -138.2% | -14.8% |
| 5Y | -44.9% | +255.0% | -299.9% | -77.9% |
| All | -59.6% | +279.9% | -339.5% | -84.0% |
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