+87.8%
AAPL vs SOXQ
+232.9%
-145.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | 0.0% | +1.3% |
| 7D | +3.8% | +0.8% | +3.1% | +3.6% |
| 30D | +9.9% | -4.6% | +14.5% | +11.0% |
| 3M | +12.5% | -10.2% | +22.7% | +13.9% |
| 6M | +27.6% | +49.7% | -22.0% | +7.0% |
| YTD | +22.6% | +67.2% | -44.7% | -1.8% |
| 1Y | +45.0% | +98.0% | -53.0% | +8.1% |
| 3Y | +87.8% | +237.2% | -149.4% | +6.9% |
| All | +87.8% | +232.9% | -145.1% | +6.9% |
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 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