+123.1%
ASML vs SOXQ
+106.1%
+17.0%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.3% | +1.6% | +1.8% |
| 7D | +6.0% | +5.3% | +0.7% | +1.5% |
| 30D | +1.4% | -3.7% | +5.1% | +4.5% |
| 3M | +1.0% | -7.8% | +8.9% | +7.5% |
| 6M | +37.0% | +58.4% | -21.4% | -12.9% |
| YTD | +65.8% | +68.1% | -2.4% | +0.5% |
| 1Y | +123.1% | +105.4% | +17.7% | +13.4% |
| All | +123.1% | +106.1% | +17.0% | +13.4% |
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