-52.6%
STLA vs SOXQ
+45.5%
-98.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.1% | +6.9% | +4.2% |
| 7D | -0.6% | -12.1% | +11.4% | +1.3% |
| 30D | +3.6% | -22.0% | +25.6% | +7.6% |
| 3M | -20.6% | -15.6% | -5.1% | -18.7% |
| 6M | -34.3% | -2.4% | -32.0% | -34.2% |
| YTD | -57.3% | +45.4% | -102.7% | -60.3% |
| 1Y | -52.6% | +47.7% | -100.3% | -56.5% |
| All | -52.6% | +45.5% | -98.1% | -56.5% |
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 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