+10.7%
RL vs SOXQ
+111.3%
-100.7%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.4% | -1.3% | +1.2% |
| 7D | -0.8% | +2.3% | -3.2% | -1.4% |
| 30D | -7.8% | -2.3% | -5.5% | -7.5% |
| 3M | -4.0% | -13.8% | +9.8% | -1.6% |
| 6M | -1.9% | +48.6% | -50.5% | -19.6% |
| YTD | -0.2% | +66.0% | -66.2% | -21.5% |
| 1Y | +10.7% | +107.9% | -97.2% | -22.9% |
| All | +10.7% | +111.3% | -100.7% | -22.9% |
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 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