-23.3%
MKC vs SOXQ
+111.3%
-134.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.3% | -0.3% |
| 7D | -5.9% | +2.3% | -8.2% | -5.4% |
| 30D | -0.9% | -2.3% | +1.4% | -1.2% |
| 3M | +12.7% | -13.8% | +26.5% | +10.5% |
| 6M | -19.3% | +48.6% | -67.9% | -13.2% |
| YTD | -22.2% | +66.0% | -88.1% | -14.4% |
| 1Y | -23.3% | +107.9% | -131.2% | -12.4% |
| All | -23.3% | +111.3% | -134.7% | -12.4% |
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