-64.3%
STLA vs SOXQ
+286.7%
-351.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.8% | +0.5% | +1.4% |
| 7D | -2.9% | +0.8% | -3.6% | -3.3% |
| 30D | +0.9% | -4.6% | +5.5% | +2.9% |
| 3M | -21.6% | -10.2% | -11.5% | -19.3% |
| 6M | -21.6% | +49.7% | -71.3% | -39.0% |
| YTD | -50.4% | +67.2% | -117.7% | -64.4% |
| 1Y | -43.6% | +98.0% | -141.6% | -63.3% |
| 3Y | -66.4% | +237.2% | -303.6% | -84.9% |
| 5Y | -62.3% | +261.3% | -323.6% | -84.5% |
| All | -64.3% | +286.7% | -351.0% | -85.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling