+309.0%
GGLL vs SOXQ
+377.5%
-68.5%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.4% | -4.9% | -4.8% |
| 7D | -3.9% | +5.2% | -9.1% | -7.2% |
| 30D | -15.4% | -0.5% | -14.8% | -15.7% |
| 3M | -21.9% | -5.6% | -16.3% | -22.1% |
| 6M | +4.5% | +53.0% | -48.5% | -30.6% |
| YTD | -2.4% | +68.8% | -71.2% | -40.8% |
| 1Y | +57.8% | +105.7% | -47.9% | -18.1% |
| 3Y | +227.2% | +240.5% | -13.3% | +6.4% |
| All | +309.0% | +377.5% | -68.5% | -5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling