-16.8%
ALC vs SOXQ
+235.9%
-252.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.0% |
| 7D | -5.3% | +5.2% | -10.5% | -5.9% |
| 30D | -7.1% | -0.5% | -6.5% | -7.1% |
| 3M | +0.8% | -5.6% | +6.4% | +0.7% |
| 6M | -16.0% | +53.0% | -69.0% | -24.8% |
| YTD | -12.7% | +68.8% | -81.5% | -23.7% |
| 1Y | -12.8% | +105.7% | -118.6% | -27.4% |
| All | -16.8% | +235.9% | -252.8% | -46.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling