-25.9%
STRL vs SOXQ
+45.5%
-71.3%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.5% | -3.1% | -18.3% | -17.4% |
| 7D | -27.1% | -12.1% | -15.0% | -13.2% |
| 30D | -45.8% | -22.0% | -23.8% | -24.6% |
| 3M | -47.6% | -15.6% | -32.0% | -34.0% |
| 6M | -46.4% | -2.4% | -44.1% | -48.4% |
| YTD | -7.4% | +45.4% | -52.7% | -48.8% |
| 1Y | -25.9% | +47.7% | -73.5% | -60.0% |
| All | -25.9% | +45.5% | -71.3% | -60.0% |
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