+152.0%
RRC vs SOXQ
+251.3%
-99.3%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +3.0% | +1.1% |
| 7D | -1.2% | +2.3% | -3.5% | -1.8% |
| 30D | +3.0% | -3.9% | +6.9% | +3.9% |
| 3M | +7.3% | -4.7% | +12.0% | +6.4% |
| 6M | +3.6% | +47.9% | -44.3% | -13.6% |
| YTD | +19.4% | +64.3% | -45.0% | -5.1% |
| 1Y | +21.4% | +95.7% | -74.3% | -10.6% |
| 3Y | +32.8% | +231.5% | -198.8% | -25.0% |
| 5Y | +152.0% | +255.0% | -103.0% | +32.0% |
| All | +152.0% | +251.3% | -99.3% | +32.0% |
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