+131.0%
ASML vs SOXQ
+245.8%
-114.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.7% | -3.9% | -3.5% |
| 7D | +2.5% | +2.9% | -0.3% | -0.6% |
| 30D | -12.2% | -13.6% | +1.4% | 0.0% |
| 3M | -14.6% | -12.5% | -2.1% | -4.2% |
| 6M | -1.7% | -12.4% | +10.6% | +8.0% |
| YTD | +44.3% | +49.6% | -5.3% | -5.3% |
| 1Y | +51.0% | +52.0% | -1.0% | -2.6% |
| 3Y | +137.6% | +199.1% | -61.5% | -23.3% |
| 5Y | +92.7% | +192.6% | -99.9% | -37.8% |
| All | +131.0% | +245.8% | -114.7% | -35.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling