+210.8%
GGLL vs SOXQ
+306.2%
-95.5%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.5% | +1.3% | +0.1% |
| 7D | +7.7% | +8.2% | -0.5% | +2.2% |
| 30D | -30.2% | -13.2% | -17.1% | -24.1% |
| 3M | -31.3% | -18.5% | -12.7% | -23.0% |
| 6M | -52.1% | -15.4% | -36.6% | -50.9% |
| YTD | -25.9% | +43.6% | -69.4% | -50.7% |
| 1Y | -8.5% | +49.2% | -57.7% | -41.0% |
| 3Y | +165.5% | +190.2% | -24.7% | -5.8% |
| All | +210.8% | +306.2% | -95.5% | -21.2% |
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