+158.2%
ABCL vs SOXQ
+102.0%
+56.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.6% |
| 7D | -2.7% | +5.2% | -8.0% | -5.8% |
| 30D | +18.3% | -0.5% | +18.8% | +18.7% |
| 3M | +108.5% | -5.6% | +114.1% | +107.7% |
| 6M | +213.9% | +53.0% | +160.9% | +95.1% |
| YTD | +223.1% | +68.8% | +154.3% | +76.4% |
| All | +158.2% | +102.0% | +56.2% | +7.1% |
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