+10.8%
AEP vs SOXQ
+45.5%
-34.7%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.6% |
| 7D | +0.8% | -12.1% | +12.9% | +0.4% |
| 30D | +7.9% | -22.0% | +30.0% | +7.3% |
| 3M | +1.5% | -15.6% | +17.0% | +1.0% |
| 6M | -2.6% | -2.4% | -0.2% | -3.6% |
| YTD | +14.7% | +45.4% | -30.7% | +12.2% |
| 1Y | +10.8% | +47.7% | -36.9% | +8.0% |
| All | +10.8% | +45.5% | -34.7% | +8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling