-18.0%
ELF vs SOXQ
+111.3%
-129.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.4% | -1.3% | +1.2% |
| 7D | +5.4% | +2.3% | +3.0% | +4.7% |
| 30D | +27.0% | -2.3% | +29.2% | +27.7% |
| 3M | +113.2% | -13.8% | +127.0% | +117.9% |
| 6M | +36.6% | +48.6% | -12.0% | -1.2% |
| YTD | +44.2% | +66.0% | -21.8% | -6.7% |
| 1Y | -18.0% | +107.9% | -125.9% | -51.5% |
| All | -18.0% | +111.3% | -129.3% | -51.5% |
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