-61.0%
FLNC vs SOXQ
+232.9%
-293.9%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.7% | +0.6% |
| 7D | -4.1% | +0.8% | -4.8% | -4.7% |
| 30D | -24.8% | -4.6% | -20.2% | -20.9% |
| 3M | -59.1% | -10.2% | -48.9% | -53.9% |
| 6M | -42.0% | +49.7% | -91.6% | -61.1% |
| YTD | -49.8% | +67.2% | -117.0% | -69.8% |
| 1Y | +43.1% | +98.0% | -54.9% | -23.2% |
| 3Y | -61.0% | +237.2% | -298.1% | -88.8% |
| All | -61.0% | +232.9% | -293.9% | -88.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling