+25.4%
AAPL vs SOXQ
+48.7%
-23.3%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.6% | +6.2% | +3.5% |
| 7D | -0.5% | +2.3% | -2.8% | -0.5% |
| 30D | +7.1% | -3.9% | +11.0% | +7.1% |
| 3M | +12.1% | -4.7% | +16.8% | +10.1% |
| 6M | +25.4% | +47.9% | -22.5% | +6.8% |
| All | +25.4% | +48.7% | -23.3% | +6.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling