+50.8%
AMZN vs SOXQ
+290.2%
-239.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -2.0% |
| 7D | -1.0% | +5.2% | -6.3% | -3.6% |
| 30D | -9.2% | -0.5% | -8.7% | -9.4% |
| 3M | +3.4% | -5.6% | +9.0% | +2.9% |
| 6M | +18.2% | +53.0% | -34.8% | -13.0% |
| YTD | +9.3% | +68.8% | -59.4% | -24.9% |
| 1Y | +5.9% | +105.7% | -99.8% | -36.2% |
| 3Y | +82.6% | +240.5% | -157.9% | -26.8% |
| 5Y | +44.9% | +266.8% | -221.9% | -46.3% |
| All | +50.8% | +290.2% | -239.4% | -44.7% |
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 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