+150.7%
RTX vs SOXQ
+288.7%
-138.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.2% |
| 7D | -3.1% | +5.3% | -8.4% | -3.8% |
| 30D | -10.6% | -3.7% | -6.9% | -10.2% |
| 3M | +11.6% | -7.8% | +19.5% | +11.9% |
| 6M | -4.5% | +58.4% | -62.9% | -13.1% |
| YTD | +9.6% | +68.1% | -58.6% | -1.4% |
| 1Y | +30.8% | +105.4% | -74.5% | +13.5% |
| 3Y | +152.8% | +239.2% | -86.4% | +92.2% |
| 5Y | +167.1% | +266.9% | -99.8% | +95.3% |
| All | +150.7% | +288.7% | -138.0% | +84.5% |
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 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