-4.6%
ALC vs SOXQ
+286.7%
-291.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.2% |
| 7D | -6.3% | +0.8% | -7.1% | -6.5% |
| 30D | -10.3% | -4.6% | -5.7% | -9.5% |
| 3M | -0.7% | -10.2% | +9.4% | +0.4% |
| 6M | -17.8% | +49.7% | -67.5% | -29.0% |
| YTD | -15.8% | +67.2% | -83.1% | -29.8% |
| 1Y | -16.7% | +98.0% | -114.7% | -34.4% |
| 3Y | -19.7% | +237.2% | -256.9% | -50.1% |
| 5Y | -19.8% | +261.3% | -281.1% | -52.2% |
| All | -4.6% | +286.7% | -291.3% | -43.3% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling