+314.4%
ELF vs SOXQ
+231.9%
+82.5%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.5% | +7.4% | +5.6% |
| 7D | +1.6% | +8.2% | -6.6% | -2.6% |
| 30D | +9.1% | -13.2% | +22.3% | +15.6% |
| 3M | +28.2% | -18.5% | +46.7% | +39.3% |
| 6M | +119.5% | -15.4% | +135.0% | +124.5% |
| YTD | +55.2% | +43.6% | +11.6% | +13.2% |
| 1Y | +58.6% | +49.2% | +9.4% | +12.6% |
| 3Y | +21.3% | +190.2% | -168.9% | -41.2% |
| 5Y | +276.2% | +178.2% | +98.0% | +81.5% |
| All | +314.4% | +231.9% | +82.5% | +90.2% |
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 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