-16.1%
ALC vs SOXQ
+94.9%
-110.9%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.6% | -0.1% | -2.8% |
| 7D | -7.7% | +2.3% | -10.0% | -7.6% |
| 30D | -11.7% | -3.9% | -7.8% | -11.8% |
| 3M | +0.7% | -4.7% | +5.4% | +0.1% |
| 6M | -17.1% | +47.9% | -65.0% | -23.4% |
| YTD | -15.1% | +64.3% | -79.5% | -22.6% |
| All | -16.1% | +94.9% | -110.9% | -28.2% |
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