-0.2%
SCHG vs SOXQ
+29.4%
-29.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -12.1% | +6.6% | -2.5% |
| 7D | -6.8% | -21.6% | +14.8% | -1.3% |
| 30D | -11.2% | -31.7% | +20.6% | -3.1% |
| 3M | -7.4% | -24.8% | +17.4% | -1.3% |
| 6M | -1.0% | -17.7% | +16.6% | -0.3% |
| YTD | +0.9% | +27.7% | -26.8% | -14.6% |
| 1Y | -0.2% | +26.0% | -26.2% | -15.3% |
| All | -0.2% | +29.4% | -29.6% | -15.3% |
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