+67.6%
RACE vs SOXQ
+193.7%
-126.1%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.7% | -5.7% | -1.7% |
| 7D | -3.9% | +2.9% | -6.7% | -5.0% |
| 30D | +6.8% | -13.6% | +20.4% | +10.9% |
| 3M | +1.3% | -12.5% | +13.9% | +4.4% |
| 6M | +26.3% | -12.4% | +38.6% | +27.0% |
| YTD | +13.8% | +49.6% | -35.8% | -7.0% |
| 1Y | -0.5% | +52.0% | -52.4% | -19.4% |
| 3Y | +25.6% | +199.1% | -173.5% | -29.0% |
| 5Y | +67.6% | +192.6% | -125.0% | -7.3% |
| All | +67.6% | +193.7% | -126.1% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling