-10.3%
SBAC vs SOXQ
+227.1%
-237.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.2% | -3.0% |
| 7D | -5.3% | +2.3% | -7.6% | -5.1% |
| 30D | +0.4% | -3.9% | +4.3% | +0.2% |
| 3M | -11.9% | -4.7% | -7.2% | -12.0% |
| 6M | -4.5% | +47.9% | -52.4% | -4.2% |
| YTD | -4.3% | +64.3% | -68.7% | -3.8% |
| 1Y | -3.9% | +95.7% | -99.6% | -2.9% |
| All | -10.3% | +227.1% | -237.4% | -24.8% |
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