+171.7%
MPC vs SOXQ
+237.4%
-65.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.0% | +2.1% |
| 7D | +3.9% | +5.3% | -1.4% | +3.0% |
| 30D | +33.8% | -3.7% | +37.5% | +34.4% |
| 3M | +49.9% | -7.8% | +57.7% | +50.3% |
| 6M | +80.9% | +58.4% | +22.6% | +59.8% |
| YTD | +147.4% | +68.1% | +79.3% | +114.0% |
| 1Y | +123.2% | +105.4% | +17.8% | +82.0% |
| 3Y | +171.7% | +239.2% | -67.5% | +85.9% |
| All | +171.7% | +237.4% | -65.7% | +85.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling