+14.3%
ABNB vs SOXQ
+290.2%
-275.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -3.0% |
| 7D | -7.4% | +5.2% | -12.7% | -10.0% |
| 30D | -8.2% | -0.5% | -7.6% | -8.5% |
| 3M | +29.1% | -5.6% | +34.8% | +27.9% |
| 6M | +26.6% | +53.0% | -26.5% | -10.0% |
| YTD | +25.0% | +68.8% | -43.8% | -17.5% |
| 1Y | +37.0% | +105.7% | -68.7% | -22.4% |
| 3Y | +16.3% | +240.5% | -224.2% | -59.3% |
| 5Y | +2.2% | +266.8% | -264.6% | -65.8% |
| All | +14.3% | +290.2% | -275.9% | -62.2% |
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