+213.1%
ABCL vs SOXQ
+184.8%
+28.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +2.3% | -5.7% | +8.0% | +5.9% |
| 30D | -0.7% | -20.5% | +19.8% | +14.0% |
| 3M | +33.4% | -16.6% | +50.0% | +48.6% |
| 6M | +137.8% | -15.0% | +152.7% | +152.7% |
| YTD | +264.3% | +41.5% | +222.8% | +180.3% |
| 1Y | +209.2% | +40.2% | +169.0% | +139.2% |
| All | +213.1% | +184.8% | +28.3% | +45.0% |
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 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