+13.8%
ABNB vs SOXQ
+227.1%
-213.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.5% | -0.3% |
| 7D | -9.5% | +2.3% | -11.8% | -10.2% |
| 30D | -9.4% | -3.9% | -5.5% | -8.5% |
| 3M | +29.9% | -4.7% | +34.6% | +28.4% |
| 6M | +26.6% | +47.9% | -21.3% | +0.7% |
| YTD | +23.5% | +64.3% | -40.8% | -7.0% |
| 1Y | +35.8% | +95.7% | -59.9% | -7.4% |
| All | +13.8% | +227.1% | -213.3% | -48.9% |
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