+90.7%
RACE vs SOXQ
+269.0%
-178.3%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | -2.6% | +5.2% | -7.9% | -4.3% |
| 30D | -1.1% | -0.5% | -0.6% | -1.1% |
| 3M | +12.5% | -5.6% | +18.2% | +12.7% |
| 6M | +17.4% | +53.0% | -35.6% | -2.8% |
| YTD | +10.1% | +68.8% | -58.6% | -12.7% |
| 1Y | -15.1% | +105.7% | -120.9% | -38.5% |
| 3Y | +38.9% | +240.5% | -201.6% | -24.6% |
| 5Y | +90.7% | +266.8% | -176.1% | -5.0% |
| All | +90.7% | +269.0% | -178.3% | -5.0% |
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