+7.9%
RRX vs SOXQ
+232.9%
-225.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +1.9% | +2.5% |
| 7D | -0.3% | +0.8% | -1.1% | -0.8% |
| 30D | -6.1% | -4.6% | -1.6% | -3.4% |
| 3M | -23.1% | -10.2% | -12.9% | -18.4% |
| 6M | -19.5% | +49.7% | -69.2% | -38.7% |
| YTD | +16.1% | +67.2% | -51.2% | -17.5% |
| 1Y | +12.9% | +98.0% | -85.1% | -28.1% |
| 3Y | +7.9% | +237.2% | -229.2% | -52.5% |
| All | +7.9% | +232.9% | -225.0% | -52.5% |
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