+154.2%
AAPL vs SOXQ
+290.2%
-135.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -3.0% | +5.2% | -8.2% | -4.9% |
| 30D | +2.3% | -0.5% | +2.8% | +2.1% |
| 3M | +8.6% | -5.6% | +14.3% | +8.0% |
| 6M | +21.6% | +53.0% | -31.5% | -4.3% |
| YTD | +16.3% | +68.8% | -52.5% | -13.1% |
| 1Y | +35.1% | +105.7% | -70.7% | -9.3% |
| 3Y | +79.4% | +240.5% | -161.1% | -14.0% |
| 5Y | +109.8% | +266.8% | -156.9% | -7.9% |
| All | +154.2% | +290.2% | -135.9% | +9.8% |
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 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