+124.5%
FCEL vs SOXQ
+61.4%
+63.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.4% | -7.1% | -7.2% |
| 7D | +15.1% | +5.2% | +9.8% | +7.6% |
| 30D | -16.4% | -0.5% | -15.9% | -15.8% |
| 3M | -5.3% | -5.6% | +0.4% | +2.1% |
| 6M | +124.5% | +53.0% | +71.5% | +57.8% |
| All | +124.5% | +61.4% | +63.1% | +57.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling