+1,106.2%
STRL vs SOXQ
+231.9%
+874.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.5% | +0.4% | -0.2% |
| 7D | +15.7% | +8.2% | +7.5% | +8.7% |
| 30D | -35.5% | -13.2% | -22.3% | -26.3% |
| 3M | -47.1% | -18.5% | -28.6% | -36.0% |
| 6M | -65.8% | -15.4% | -50.3% | -59.4% |
| YTD | -4.5% | +43.6% | -48.1% | -20.7% |
| 1Y | -10.5% | +49.2% | -59.7% | -27.2% |
| 3Y | +340.6% | +190.2% | +150.4% | +151.4% |
| 5Y | +911.0% | +178.2% | +732.8% | +473.4% |
| All | +1,106.2% | +231.9% | +874.3% | +542.6% |
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