+94.8%
OSCR vs SOXQ
+29.4%
+65.4%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -12.1% | +6.4% | -4.7% |
| 7D | +7.8% | -21.6% | +29.4% | +9.7% |
| 30D | +2.6% | -31.7% | +34.3% | +5.3% |
| 3M | +10.2% | -24.8% | +35.0% | +12.4% |
| 6M | +84.9% | -17.7% | +102.6% | +67.9% |
| YTD | +130.9% | +27.7% | +103.2% | +58.1% |
| 1Y | +94.8% | +26.0% | +68.8% | +32.2% |
| All | +94.8% | +29.4% | +65.4% | +32.2% |
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