+196.9%
RCL vs SOXQ
+286.7%
-89.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.3% | -0.6% |
| 7D | -1.9% | +0.8% | -2.7% | -2.4% |
| 30D | -15.5% | -4.6% | -11.0% | -13.5% |
| 3M | -9.7% | -10.2% | +0.5% | -6.6% |
| 6M | -8.7% | +49.7% | -58.4% | -33.3% |
| YTD | -5.8% | +67.2% | -73.0% | -36.3% |
| 1Y | -24.5% | +98.0% | -122.5% | -55.3% |
| 3Y | +173.9% | +237.2% | -63.2% | +1.9% |
| 5Y | +228.0% | +261.3% | -33.3% | +12.4% |
| All | +196.9% | +286.7% | -89.7% | +3.2% |
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