-18.3%
MKC vs SOXQ
+45.5%
-63.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -3.1% | +8.5% | +4.8% |
| 7D | +9.6% | -12.1% | +21.7% | +6.9% |
| 30D | +12.0% | -22.0% | +34.1% | +7.3% |
| 3M | -2.0% | -15.6% | +13.6% | -4.6% |
| 6M | +7.2% | -2.4% | +9.6% | +6.3% |
| YTD | -23.7% | +45.4% | -69.1% | -18.3% |
| 1Y | -18.3% | +47.7% | -66.0% | -12.2% |
| All | -18.3% | +45.5% | -63.8% | -12.2% |
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 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