+101.2%
RACE vs SOXQ
+279.9%
-178.7%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +2.4% |
| 7D | -2.2% | +2.3% | -4.5% | -3.0% |
| 30D | -0.4% | -3.9% | +3.5% | +0.7% |
| 3M | +17.9% | -4.7% | +22.6% | +17.6% |
| 6M | +19.3% | +47.9% | -28.6% | -0.1% |
| YTD | +11.9% | +64.3% | -52.5% | -10.5% |
| 1Y | -12.7% | +95.7% | -108.4% | -35.5% |
| 3Y | +41.1% | +231.5% | -190.4% | -22.4% |
| 5Y | +94.1% | +255.0% | -160.9% | 0.0% |
| All | +101.2% | +279.9% | -178.7% | +1.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling