-60.9%
ADBE vs SOXQ
+258.1%
-319.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +0.7% |
| 7D | -5.4% | +0.8% | -6.1% | -5.6% |
| 30D | -2.5% | -4.6% | +2.1% | -1.2% |
| 3M | +15.3% | -10.2% | +25.4% | +16.3% |
| 6M | -7.8% | +49.7% | -57.5% | -29.4% |
| YTD | -27.9% | +67.2% | -95.2% | -48.6% |
| 1Y | -28.0% | +98.0% | -126.1% | -54.0% |
| 3Y | -55.3% | +237.2% | -292.5% | -81.8% |
| All | -60.9% | +258.1% | -319.0% | -84.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling