+9.5%
RACE vs SOXQ
+45.5%
-35.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.1% | +7.4% | +4.5% |
| 7D | +9.9% | -12.1% | +22.0% | +11.1% |
| 30D | +12.8% | -22.0% | +34.8% | +15.3% |
| 3M | +7.4% | -15.6% | +22.9% | +8.8% |
| 6M | +27.6% | -2.4% | +30.0% | +24.5% |
| YTD | +18.4% | +45.4% | -27.0% | +9.0% |
| 1Y | +9.5% | +47.7% | -38.1% | +0.2% |
| All | +9.5% | +45.5% | -35.9% | +0.2% |
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