-90.6%
FCEL vs SOXQ
+258.1%
-348.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.1% | 0.0% |
| 7D | +6.3% | +0.8% | +5.5% | +5.7% |
| 30D | -26.7% | -4.6% | -22.1% | -22.9% |
| 3M | -10.2% | -10.2% | 0.0% | +3.2% |
| 6M | +123.5% | +49.7% | +73.8% | +56.1% |
| YTD | +117.4% | +67.2% | +50.1% | +36.7% |
| 1Y | +146.0% | +98.0% | +48.0% | +31.7% |
| 3Y | -61.9% | +237.2% | -299.1% | -89.8% |
| All | -90.6% | +258.1% | -348.7% | -97.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling