+97.1%
UAL vs SOXQ
+283.8%
-186.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.4% | -0.9% | +0.5% |
| 7D | +0.7% | +2.3% | -1.6% | -0.6% |
| 30D | -16.1% | -2.3% | -13.9% | -15.1% |
| 3M | +6.1% | -13.8% | +19.9% | +12.4% |
| 6M | +10.8% | +48.6% | -37.8% | -17.6% |
| YTD | -0.4% | +66.0% | -66.4% | -31.1% |
| 1Y | +5.0% | +107.9% | -102.8% | -37.4% |
| 3Y | +124.0% | +224.1% | -100.1% | -4.1% |
| 5Y | +141.0% | +256.6% | -115.6% | -4.1% |
| All | +97.1% | +283.8% | -186.7% | -21.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling