+226.6%
RCL vs SOXQ
+251.3%
-24.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | +1.3% |
| 7D | -2.5% | +2.3% | -4.8% | -3.9% |
| 30D | -15.7% | -3.9% | -11.8% | -14.0% |
| 3M | -3.6% | -4.7% | +1.1% | -4.1% |
| 6M | -8.7% | +47.9% | -56.5% | -33.2% |
| YTD | -6.2% | +64.3% | -70.5% | -36.4% |
| 1Y | -22.9% | +95.7% | -118.6% | -54.6% |
| 3Y | +173.6% | +231.5% | -57.9% | +0.2% |
| 5Y | +226.6% | +255.0% | -28.4% | +11.0% |
| All | +226.6% | +251.3% | -24.8% | +11.0% |
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