-44.1%
SBAC vs SOXQ
+251.3%
-295.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.2% | -2.6% |
| 7D | -5.3% | +2.3% | -7.6% | -5.5% |
| 30D | +0.4% | -3.9% | +4.3% | +0.7% |
| 3M | -11.9% | -4.7% | -7.2% | -12.2% |
| 6M | -4.5% | +47.9% | -52.4% | -10.7% |
| YTD | -4.3% | +64.3% | -68.7% | -12.0% |
| 1Y | -3.9% | +95.7% | -99.6% | -14.0% |
| 3Y | -11.0% | +231.5% | -242.5% | -33.3% |
| 5Y | -44.1% | +255.0% | -299.1% | -60.4% |
| All | -44.1% | +251.3% | -295.4% | -60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling