+183.9%
FLR vs SOXQ
+290.2%
-106.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.4% | -3.5% | -3.4% |
| 7D | -3.1% | +5.2% | -8.4% | -5.8% |
| 30D | +4.9% | -0.5% | +5.5% | +5.0% |
| 3M | +10.8% | -5.6% | +16.4% | +13.1% |
| 6M | +19.7% | +53.0% | -33.4% | -6.5% |
| YTD | +38.4% | +68.8% | -30.4% | +2.7% |
| 1Y | +34.7% | +105.7% | -71.1% | -9.9% |
| 3Y | +56.7% | +240.5% | -183.8% | -19.6% |
| 5Y | +241.6% | +266.8% | -25.1% | +56.5% |
| All | +183.9% | +290.2% | -106.3% | +26.9% |
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