+68.5%
STRL vs SOXQ
+111.3%
-42.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.4% | +2.4% | +1.5% |
| 7D | +3.4% | +2.3% | +1.0% | +0.5% |
| 30D | -9.2% | -2.3% | -7.0% | -6.2% |
| 3M | -51.0% | -13.8% | -37.3% | -41.8% |
| 6M | +15.8% | +48.6% | -32.8% | -35.0% |
| YTD | +58.9% | +66.0% | -7.1% | -23.4% |
| 1Y | +68.5% | +107.9% | -39.4% | -42.0% |
| All | +68.5% | +111.3% | -42.8% | -42.0% |
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