-55.9%
ADBE vs SOXQ
+227.1%
-283.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.6% | +0.3% | -2.1% |
| 7D | -12.9% | +2.3% | -15.2% | -13.1% |
| 30D | -5.6% | -3.9% | -1.7% | -5.4% |
| 3M | +6.6% | -4.7% | +11.3% | +5.4% |
| 6M | -9.6% | +47.9% | -57.4% | -21.3% |
| YTD | -28.9% | +64.3% | -93.2% | -40.5% |
| 1Y | -28.9% | +95.7% | -124.6% | -44.5% |
| All | -55.9% | +227.1% | -283.0% | -75.1% |
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