+231.8%
WCC vs SOXQ
+286.7%
-54.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +2.0% | +2.5% |
| 7D | +1.5% | +0.8% | +0.8% | +1.1% |
| 30D | -2.1% | -4.6% | +2.4% | +1.2% |
| 3M | +3.8% | -10.2% | +14.0% | +10.4% |
| 6M | +35.0% | +49.7% | -14.7% | -1.1% |
| YTD | +46.4% | +67.2% | -20.9% | -1.1% |
| 1Y | +63.0% | +98.0% | -35.0% | -2.8% |
| 3Y | +133.9% | +237.2% | -103.2% | -8.3% |
| 5Y | +226.5% | +261.3% | -34.8% | +20.0% |
| All | +231.8% | +286.7% | -54.9% | +19.9% |
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 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