+2.2%
SBAC vs SOXQ
+45.5%
-43.3%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -3.1% | +9.0% | +5.5% |
| 7D | +5.8% | -12.1% | +17.9% | +4.4% |
| 30D | +20.8% | -22.0% | +42.8% | +18.1% |
| 3M | +4.8% | -15.6% | +20.3% | +3.2% |
| 6M | -9.1% | -2.4% | -6.8% | -11.7% |
| YTD | +3.1% | +45.4% | -42.3% | -2.1% |
| 1Y | +2.2% | +47.7% | -45.5% | -3.0% |
| All | +2.2% | +45.5% | -43.3% | -3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling