+10.5%
OMC vs SOXQ
+232.9%
-222.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.3% | -0.7% |
| 7D | -4.4% | +0.8% | -5.1% | -4.5% |
| 30D | -7.6% | -4.6% | -3.0% | -7.2% |
| 3M | +4.5% | -10.2% | +14.7% | +5.0% |
| 6M | -0.3% | +49.7% | -49.9% | -9.8% |
| YTD | -0.1% | +67.2% | -67.4% | -12.1% |
| 1Y | +4.6% | +98.0% | -93.4% | -12.4% |
| 3Y | +10.5% | +237.2% | -226.7% | -24.7% |
| All | +10.5% | +232.9% | -222.4% | -24.7% |
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