+111.5%
ABCL vs SOXQ
+237.4%
-126.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.7% |
| 7D | +1.4% | +5.3% | -3.9% | -1.6% |
| 30D | +65.1% | -3.7% | +68.8% | +68.0% |
| 3M | +111.1% | -7.8% | +118.9% | +116.1% |
| 6M | +231.6% | +58.4% | +173.2% | +139.5% |
| YTD | +234.5% | +68.1% | +166.4% | +132.8% |
| 1Y | +174.3% | +105.4% | +69.0% | +71.7% |
| 3Y | +111.5% | +239.2% | -127.8% | -12.8% |
| All | +111.5% | +237.4% | -126.0% | -12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling