+17.2%
WCN vs SOXQ
+232.9%
-215.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.2% |
| 7D | -3.1% | +0.8% | -3.9% | -3.1% |
| 30D | -3.4% | -4.6% | +1.2% | -3.5% |
| 3M | +3.0% | -10.2% | +13.1% | +3.0% |
| 6M | -3.8% | +49.7% | -53.4% | -5.9% |
| YTD | -8.3% | +67.2% | -75.6% | -11.0% |
| 1Y | -9.7% | +98.0% | -107.8% | -13.6% |
| 3Y | +17.2% | +237.2% | -220.0% | +2.0% |
| All | +17.2% | +232.9% | -215.7% | +2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling