-75.4%
FLNC vs SOXQ
+29.4%
-104.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -12.1% | -3.8% | -2.1% |
| 7D | -16.3% | -21.6% | +5.3% | +10.7% |
| 30D | -36.6% | -31.7% | -4.8% | -1.3% |
| 3M | -64.2% | -24.8% | -39.4% | -50.8% |
| 6M | -59.9% | -17.7% | -42.2% | -50.7% |
| YTD | -74.2% | +27.7% | -102.0% | -83.6% |
| 1Y | -75.4% | +26.0% | -101.4% | -83.7% |
| All | -75.4% | +29.4% | -104.8% | -83.7% |
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 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