+188.6%
TECK vs SOXQ
+258.1%
-69.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | -0.1% |
| 7D | -3.8% | +0.8% | -4.6% | -4.2% |
| 30D | +0.7% | -4.6% | +5.3% | +3.1% |
| 3M | +4.6% | -10.2% | +14.8% | +9.2% |
| 6M | +25.1% | +49.7% | -24.6% | -0.9% |
| YTD | +39.2% | +67.2% | -28.1% | +4.1% |
| 1Y | +60.3% | +98.0% | -37.7% | +9.6% |
| 3Y | +62.9% | +237.2% | -174.3% | -16.9% |
| All | +188.6% | +258.1% | -69.6% | +32.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling