+601.3%
MPC vs SOXQ
+279.9%
+321.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.9% | -1.2% |
| 7D | +1.2% | +2.3% | -1.1% | +0.7% |
| 30D | +17.0% | -3.9% | +20.9% | +17.8% |
| 3M | +49.5% | -4.7% | +54.2% | +48.9% |
| 6M | +83.5% | +47.9% | +35.6% | +62.2% |
| YTD | +144.1% | +64.3% | +79.8% | +108.6% |
| 1Y | +119.6% | +95.7% | +23.9% | +77.9% |
| 3Y | +168.1% | +231.5% | -63.4% | +79.6% |
| 5Y | +671.3% | +255.0% | +416.3% | +377.5% |
| All | +601.3% | +279.9% | +321.3% | +331.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling