+6.7%
AMZN vs SOXQ
+45.5%
-38.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.1% | +9.2% | +6.7% |
| 7D | +4.5% | -12.1% | +16.6% | +7.0% |
| 30D | +5.8% | -22.0% | +27.9% | +10.6% |
| 3M | -4.1% | -15.6% | +11.5% | -1.3% |
| 6M | -2.2% | -2.4% | +0.2% | -7.6% |
| YTD | +15.3% | +45.4% | -30.1% | -6.3% |
| 1Y | +6.7% | +47.7% | -41.0% | -14.3% |
| All | +6.7% | +45.5% | -38.8% | -14.3% |
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