+58.6%
DECK vs SOXQ
+245.8%
-187.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.7% | -7.3% | -4.0% |
| 7D | -0.8% | +2.9% | -3.7% | -2.6% |
| 30D | +4.9% | -13.6% | +18.5% | +10.4% |
| 3M | -5.8% | -12.5% | +6.7% | -2.1% |
| 6M | -8.6% | -12.4% | +3.8% | -9.1% |
| YTD | -14.7% | +49.6% | -64.3% | -37.9% |
| 1Y | +6.9% | +52.0% | -45.1% | -23.2% |
| 3Y | -16.2% | +199.1% | -215.3% | -61.9% |
| 5Y | +25.3% | +192.6% | -167.4% | -43.0% |
| All | +58.6% | +245.8% | -187.2% | -33.8% |
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