+157.5%
ACGL vs SOXQ
+279.9%
-122.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.2% |
| 7D | -3.6% | +2.3% | -6.0% | -3.7% |
| 30D | -2.1% | -3.9% | +1.8% | -2.0% |
| 3M | +5.4% | -4.7% | +10.1% | +5.1% |
| 6M | 0.0% | +47.9% | -47.9% | -4.7% |
| YTD | +0.3% | +64.3% | -64.0% | -5.8% |
| 1Y | +6.2% | +95.7% | -89.5% | -2.7% |
| 3Y | +30.9% | +231.5% | -200.6% | +6.2% |
| 5Y | +159.8% | +255.0% | -95.2% | +102.2% |
| All | +157.5% | +279.9% | -122.4% | +100.1% |
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 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