-45.7%
ACI vs SOXQ
+227.1%
-272.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.4% | -1.5% |
| 7D | -7.1% | +2.3% | -9.4% | -6.9% |
| 30D | -4.5% | -3.9% | -0.6% | -4.7% |
| 3M | -22.3% | -4.7% | -17.5% | -22.4% |
| 6M | -28.4% | +47.9% | -76.3% | -26.9% |
| YTD | -29.5% | +64.3% | -93.8% | -27.9% |
| 1Y | -34.2% | +95.7% | -130.0% | -32.7% |
| All | -45.7% | +227.1% | -272.8% | -46.6% |
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