-12.4%
ACI vs SOXQ
+279.9%
-292.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.4% | -1.3% |
| 7D | -7.1% | +2.3% | -9.4% | -7.0% |
| 30D | -4.5% | -3.9% | -0.6% | -4.5% |
| 3M | -22.3% | -4.7% | -17.5% | -22.4% |
| 6M | -28.4% | +47.9% | -76.3% | -29.4% |
| YTD | -29.5% | +64.3% | -93.8% | -30.8% |
| 1Y | -34.2% | +95.7% | -130.0% | -36.2% |
| 3Y | -45.7% | +231.5% | -277.2% | -50.5% |
| 5Y | -40.8% | +255.0% | -295.8% | -48.8% |
| All | -12.4% | +279.9% | -292.3% | -23.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling