+102.4%
RACE vs SOXQ
+231.9%
-129.5%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.5% | +4.8% | +2.4% |
| 7D | -1.2% | +8.2% | -9.4% | -3.7% |
| 30D | +6.1% | -13.2% | +19.3% | +10.0% |
| 3M | -0.3% | -18.5% | +18.2% | +5.1% |
| 6M | +23.4% | -15.4% | +38.9% | +25.5% |
| YTD | +12.5% | +43.6% | -31.0% | -7.1% |
| 1Y | -0.5% | +49.2% | -49.7% | -19.3% |
| 3Y | +23.6% | +190.2% | -166.6% | -29.8% |
| 5Y | +65.4% | +178.2% | -112.8% | -7.1% |
| All | +102.4% | +231.9% | -129.5% | +5.7% |
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 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