+101.9%
RACE vs SOXQ
+283.8%
-181.9%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.4% | -5.3% | -3.0% |
| 7D | -2.5% | +2.3% | -4.9% | -3.3% |
| 30D | +0.8% | -2.3% | +3.0% | +1.3% |
| 3M | +17.2% | -13.8% | +30.9% | +20.7% |
| 6M | +13.6% | +48.6% | -35.0% | -5.0% |
| YTD | +12.2% | +66.0% | -53.8% | -10.5% |
| 1Y | -16.3% | +107.9% | -124.1% | -39.6% |
| 3Y | +36.4% | +224.1% | -187.7% | -24.0% |
| 5Y | +95.0% | +256.6% | -161.6% | +0.4% |
| All | +101.9% | +283.8% | -181.9% | +1.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling