+14.7%
ABNB vs SOXQ
+286.7%
-272.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +0.6% |
| 7D | -6.5% | +0.8% | -7.2% | -6.9% |
| 30D | -5.5% | -4.6% | -0.9% | -3.7% |
| 3M | +30.0% | -10.2% | +40.2% | +32.9% |
| 6M | +27.6% | +49.7% | -22.1% | -8.1% |
| YTD | +25.4% | +67.2% | -41.8% | -16.8% |
| 1Y | +38.3% | +98.0% | -59.7% | -19.7% |
| 3Y | +15.5% | +237.2% | -221.6% | -59.4% |
| 5Y | +3.0% | +261.3% | -258.3% | -65.3% |
| All | +14.7% | +286.7% | -272.0% | -61.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling