-39.7%
ACI vs SOXQ
+258.1%
-297.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.8% | +1.5% | +3.3% |
| 7D | -3.7% | +0.8% | -4.5% | -3.7% |
| 30D | +0.6% | -4.6% | +5.2% | +0.6% |
| 3M | -20.3% | -10.2% | -10.2% | -20.3% |
| 6M | -24.7% | +49.7% | -74.3% | -25.8% |
| YTD | -27.2% | +67.2% | -94.5% | -28.8% |
| 1Y | -32.7% | +98.0% | -130.7% | -34.9% |
| 3Y | -43.9% | +237.2% | -281.1% | -49.3% |
| All | -39.7% | +258.1% | -297.8% | -50.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling