+88.4%
UAL vs SOXQ
+279.9%
-191.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | +1.0% |
| 7D | -2.0% | +2.3% | -4.3% | -3.4% |
| 30D | -15.7% | -3.9% | -11.8% | -13.9% |
| 3M | +3.6% | -4.7% | +8.3% | +3.8% |
| 6M | +16.9% | +47.9% | -31.0% | -12.9% |
| YTD | -4.8% | +64.3% | -69.1% | -33.8% |
| 1Y | -0.9% | +95.7% | -96.7% | -38.7% |
| 3Y | +124.5% | +231.5% | -107.0% | -5.4% |
| 5Y | +140.2% | +255.0% | -114.8% | -3.9% |
| All | +88.4% | +279.9% | -191.5% | -24.2% |
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 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