+172.5%
RRC vs SOXQ
+288.7%
-116.3%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.6% |
| 7D | -1.2% | +5.3% | -6.5% | -2.6% |
| 30D | +9.4% | -3.7% | +13.1% | +10.3% |
| 3M | +7.4% | -7.8% | +15.2% | +7.7% |
| 6M | +1.5% | +58.4% | -56.9% | -17.2% |
| YTD | +19.4% | +68.1% | -48.7% | -5.4% |
| 1Y | +24.2% | +105.4% | -81.1% | -9.7% |
| 3Y | +32.8% | +239.2% | -206.4% | -24.9% |
| 5Y | +152.9% | +266.9% | -114.0% | +32.9% |
| All | +172.5% | +288.7% | -116.3% | +45.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling