+42.6%
AEE vs SOXQ
+286.7%
-244.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.1% |
| 7D | -0.8% | +0.8% | -1.5% | -0.8% |
| 30D | -2.9% | -4.6% | +1.7% | -2.8% |
| 3M | -2.4% | -10.2% | +7.8% | -2.4% |
| 6M | -2.7% | +49.7% | -52.4% | -4.5% |
| YTD | +7.3% | +67.2% | -60.0% | +4.8% |
| 1Y | +7.5% | +98.0% | -90.5% | +4.2% |
| 3Y | +46.2% | +237.2% | -191.0% | +33.3% |
| 5Y | +39.7% | +261.3% | -221.6% | +21.5% |
| All | +42.6% | +286.7% | -244.1% | +23.5% |
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