+33.1%
RRC vs SOXQ
+232.9%
-199.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -1.8% |
| 7D | -1.8% | +0.8% | -2.5% | -1.9% |
| 30D | +2.7% | -4.6% | +7.2% | +3.4% |
| 3M | +8.8% | -10.2% | +19.0% | +9.9% |
| 6M | -1.2% | +49.7% | -50.9% | -14.7% |
| YTD | +17.6% | +67.2% | -49.7% | -2.8% |
| 1Y | +18.4% | +98.0% | -79.6% | -8.4% |
| 3Y | +33.1% | +237.2% | -204.1% | -15.4% |
| All | +33.1% | +232.9% | -199.8% | -15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling