+29.8%
OSCR vs SOXQ
+286.7%
-256.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | -0.3% |
| 7D | +1.6% | +0.8% | +0.9% | +1.2% |
| 30D | +10.7% | -4.6% | +15.2% | +12.7% |
| 3M | +13.4% | -10.2% | +23.5% | +15.3% |
| 6M | +144.6% | +49.7% | +94.9% | +79.8% |
| YTD | +128.0% | +67.2% | +60.8% | +56.2% |
| 1Y | +68.7% | +98.0% | -29.3% | +3.8% |
| 3Y | +398.8% | +237.2% | +161.6% | +96.1% |
| 5Y | +87.3% | +261.3% | -174.0% | -31.4% |
| All | +29.8% | +286.7% | -256.8% | -52.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling