+6.7%
AMZN vs SOXX
+50.4%
-43.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.1% | +9.3% | +6.7% |
| 7D | +4.5% | -13.7% | +18.2% | +7.3% |
| 30D | +5.8% | -23.6% | +29.4% | +10.9% |
| 3M | -4.1% | -16.9% | +12.8% | -1.1% |
| 6M | -2.2% | -2.4% | +0.2% | -7.9% |
| YTD | +15.3% | +49.8% | -34.6% | -7.9% |
| 1Y | +6.7% | +52.5% | -45.8% | -15.9% |
| All | +6.7% | +50.4% | -43.7% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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