-24.5%
RCL vs SOXQ
+98.3%
-122.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.3% | -0.1% |
| 7D | -1.9% | +0.8% | -2.7% | -2.1% |
| 30D | -15.5% | -4.6% | -11.0% | -14.5% |
| 3M | -9.7% | -10.2% | +0.5% | -7.5% |
| 6M | -8.7% | +49.7% | -58.4% | -24.0% |
| YTD | -5.8% | +67.2% | -73.0% | -23.1% |
| 1Y | -24.5% | +98.0% | -122.5% | -39.0% |
| All | -24.5% | +98.3% | -122.8% | -39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling