+61.5%
ALB vs SOXQ
+111.3%
-49.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.4% | -7.8% | -5.9% |
| 7D | -8.1% | +2.3% | -10.4% | -9.1% |
| 30D | +6.3% | -2.3% | +8.5% | +6.9% |
| 3M | -23.6% | -13.8% | -9.8% | -19.7% |
| 6M | -24.6% | +48.6% | -73.2% | -45.0% |
| YTD | -10.3% | +66.0% | -76.3% | -38.9% |
| 1Y | +61.5% | +107.9% | -46.4% | -6.3% |
| All | +61.5% | +111.3% | -49.9% | -6.3% |
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