+113.9%
SOXX vs TECK
+108.8%
+5.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +3.3% |
| 7D | +2.2% | -0.3% | +2.6% | +2.4% |
| 30D | -2.0% | +4.6% | -6.7% | -4.6% |
| 3M | -13.7% | +2.8% | -16.6% | -15.8% |
| 6M | +52.4% | +24.9% | +27.5% | +36.3% |
| YTD | +72.8% | +44.7% | +28.1% | +47.2% |
| 1Y | +113.9% | +112.0% | +1.9% | +77.6% |
| All | +113.9% | +108.8% | +5.1% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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