-52.9%
ADBE vs SOXQ
+290.2%
-343.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.1% |
| 7D | -8.9% | +5.2% | -14.2% | -10.6% |
| 30D | -6.6% | -0.5% | -6.1% | -6.8% |
| 3M | +7.1% | -5.6% | +12.8% | +5.4% |
| 6M | -9.8% | +53.0% | -62.8% | -31.4% |
| YTD | -27.2% | +68.8% | -96.0% | -48.1% |
| 1Y | -28.0% | +105.7% | -133.8% | -54.7% |
| 3Y | -54.5% | +240.5% | -295.0% | -81.3% |
| 5Y | -61.5% | +266.8% | -328.2% | -84.7% |
| All | -52.9% | +290.2% | -343.1% | -81.5% |
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