+42.4%
FCEL vs SOXQ
+45.5%
-3.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.1% | -2.9% | -1.7% |
| 7D | -14.9% | -12.1% | -2.8% | +1.8% |
| 30D | -41.7% | -22.0% | -19.6% | -16.9% |
| 3M | -53.2% | -15.6% | -37.6% | -39.8% |
| 6M | -19.0% | -2.4% | -16.7% | -10.9% |
| YTD | +44.2% | +45.4% | -1.2% | +2.3% |
| 1Y | +42.4% | +47.7% | -5.2% | -2.9% |
| All | +42.4% | +45.5% | -3.0% | -2.9% |
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