+230.6%
WCC vs SOXQ
+290.2%
-59.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.6% |
| 7D | +6.8% | +5.2% | +1.6% | +3.2% |
| 30D | -3.0% | -0.5% | -2.5% | -2.6% |
| 3M | +0.2% | -5.6% | +5.8% | +2.8% |
| 6M | +33.2% | +53.0% | -19.9% | -4.0% |
| YTD | +45.8% | +68.8% | -23.0% | -2.1% |
| 1Y | +68.4% | +105.7% | -37.4% | -2.3% |
| 3Y | +131.1% | +240.5% | -109.4% | -10.1% |
| 5Y | +225.6% | +266.8% | -41.2% | +18.6% |
| All | +230.6% | +290.2% | -59.6% | +18.7% |
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