-47.0%
ACM vs SOXQ
+45.5%
-92.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.1% | +6.1% | +3.1% |
| 7D | +9.5% | -12.1% | +21.6% | +10.5% |
| 30D | +14.7% | -22.0% | +36.8% | +16.9% |
| 3M | -9.5% | -15.6% | +6.1% | -8.5% |
| 6M | -18.0% | -2.4% | -15.7% | -21.9% |
| YTD | -27.3% | +45.4% | -72.6% | -38.1% |
| 1Y | -47.0% | +47.7% | -94.7% | -55.4% |
| All | -47.0% | +45.5% | -92.5% | -55.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling