-36.5%
SHAK vs SOXQ
+286.7%
-323.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.8% | +1.4% | +2.2% |
| 7D | -8.3% | +0.8% | -9.0% | -8.7% |
| 30D | -12.6% | -4.6% | -8.1% | -10.7% |
| 3M | +9.1% | -10.2% | +19.3% | +11.5% |
| 6M | -31.2% | +49.7% | -80.9% | -49.5% |
| YTD | -21.6% | +67.2% | -88.8% | -46.6% |
| 1Y | -38.8% | +98.0% | -136.8% | -63.1% |
| 3Y | +0.6% | +237.2% | -236.5% | -61.1% |
| 5Y | -22.5% | +261.3% | -283.8% | -72.5% |
| All | -36.5% | +286.7% | -323.2% | -78.5% |
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