+20.9%
GPC vs SOXQ
+288.7%
-267.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.3% | -4.2% | -3.1% |
| 7D | +0.2% | +5.3% | -5.1% | -0.7% |
| 30D | -0.4% | -3.7% | +3.3% | +0.1% |
| 3M | +39.2% | -7.8% | +47.0% | +39.6% |
| 6M | +18.2% | +58.4% | -40.1% | +4.6% |
| YTD | +12.1% | +68.1% | -56.1% | -2.4% |
| 1Y | -0.7% | +105.4% | -106.0% | -17.9% |
| 3Y | -1.7% | +239.2% | -240.9% | -32.2% |
| 5Y | +29.3% | +266.9% | -237.6% | -14.7% |
| All | +20.9% | +288.7% | -267.9% | -19.7% |
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