+37.6%
RACE vs SOXQ
+234.7%
-197.1%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.2% |
| 7D | -1.0% | +5.3% | -6.3% | -2.1% |
| 30D | -1.5% | -3.7% | +2.2% | -0.8% |
| 3M | +15.5% | -7.8% | +23.3% | +16.2% |
| 6M | +17.3% | +58.4% | -41.1% | +2.0% |
| YTD | +11.1% | +68.1% | -57.0% | -5.3% |
| 1Y | -14.3% | +105.4% | -119.6% | -31.5% |
| All | +37.6% | +234.7% | -197.1% | -12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling