+11.8%
ROL vs SOXQ
+286.7%
-274.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.4% |
| 7D | -3.2% | +0.8% | -3.9% | -3.2% |
| 30D | -4.9% | -4.6% | -0.3% | -4.6% |
| 3M | -25.8% | -10.2% | -15.7% | -25.5% |
| 6M | -37.6% | +49.7% | -87.2% | -41.3% |
| YTD | -41.5% | +67.2% | -108.7% | -45.8% |
| 1Y | -39.5% | +98.0% | -137.5% | -45.5% |
| 3Y | +0.1% | +237.2% | -237.0% | -20.2% |
| 5Y | -4.6% | +261.3% | -265.9% | -26.9% |
| All | +11.8% | +286.7% | -274.9% | -15.0% |
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 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