-94.8%
FCEL vs SOXQ
+290.2%
-385.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.4% | -7.1% | -7.1% |
| 7D | +15.1% | +5.2% | +9.8% | +9.2% |
| 30D | -16.4% | -0.5% | -15.9% | -15.8% |
| 3M | -5.3% | -5.6% | +0.4% | +3.5% |
| 6M | +124.5% | +53.0% | +71.5% | +53.9% |
| YTD | +126.7% | +68.8% | +57.9% | +41.9% |
| 1Y | +219.9% | +105.7% | +114.1% | +66.5% |
| 3Y | -61.6% | +240.5% | -302.1% | -89.6% |
| 5Y | -90.5% | +266.8% | -357.3% | -97.6% |
| All | -94.8% | +290.2% | -385.0% | -98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling