-65.8%
STRL vs SOXQ
-15.3%
-50.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.5% | +0.4% | +0.9% |
| 7D | +15.7% | +8.2% | +7.5% | +6.1% |
| 30D | -35.5% | -13.2% | -22.3% | -23.7% |
| 3M | -47.1% | -18.5% | -28.6% | -32.8% |
| 6M | -65.8% | -15.4% | -50.3% | -59.2% |
| All | -65.8% | -15.3% | -50.5% | -59.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling