+53.3%
FLNC vs SOXQ
+111.3%
-58.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.4% | -1.9% | -3.0% |
| 7D | -4.9% | +2.3% | -7.2% | -7.8% |
| 30D | -27.3% | -2.3% | -25.0% | -25.3% |
| 3M | -61.9% | -13.8% | -48.1% | -53.4% |
| 6M | -34.5% | +48.6% | -83.1% | -66.2% |
| YTD | -47.7% | +66.0% | -113.7% | -79.0% |
| 1Y | +53.3% | +107.9% | -54.5% | -55.6% |
| All | +53.3% | +111.3% | -58.0% | -55.6% |
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 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