+328.7%
GGLL vs SOXQ
+369.7%
-41.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.4% | -5.7% | -4.5% |
| 7D | -4.8% | +2.3% | -7.1% | -6.3% |
| 30D | -13.7% | -2.3% | -11.4% | -13.1% |
| 3M | -21.9% | -13.8% | -8.1% | -17.4% |
| 6M | +11.7% | +48.6% | -37.0% | -24.3% |
| YTD | +2.3% | +66.0% | -63.7% | -37.3% |
| 1Y | +76.2% | +107.9% | -31.7% | -9.5% |
| 3Y | +245.0% | +224.1% | +20.8% | +16.5% |
| All | +328.7% | +369.7% | -41.0% | +0.4% |
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