+27.6%
MCK vs SOXQ
+45.5%
-17.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -3.1% | +10.1% | +6.4% |
| 7D | +11.3% | -12.1% | +23.4% | +8.9% |
| 30D | +16.8% | -22.0% | +38.9% | +12.2% |
| 3M | +28.9% | -15.6% | +44.5% | +25.8% |
| 6M | +32.7% | -2.4% | +35.0% | +29.1% |
| YTD | +30.8% | +45.4% | -14.6% | +24.1% |
| 1Y | +27.6% | +47.7% | -20.1% | +21.4% |
| All | +27.6% | +45.5% | -17.9% | +21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling