+127.8%
AAPL vs SOXQ
+258.1%
-130.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | 0.0% | +1.1% |
| 7D | +3.8% | +0.8% | +3.1% | +3.5% |
| 30D | +9.9% | -4.6% | +14.5% | +11.5% |
| 3M | +12.5% | -10.2% | +22.7% | +14.4% |
| 6M | +27.6% | +49.7% | -22.0% | +1.2% |
| YTD | +22.6% | +67.2% | -44.7% | -8.4% |
| 1Y | +45.0% | +98.0% | -53.0% | -1.1% |
| 3Y | +87.8% | +237.2% | -149.4% | -10.3% |
| All | +127.8% | +258.1% | -130.3% | -0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling