+128.9%
ASML vs SOXQ
+175.4%
-46.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +3.9% | +1.1% | +1.6% |
| 7D | -9.0% | -12.2% | +3.2% | +1.8% |
| 30D | -21.0% | -28.2% | +7.2% | +5.3% |
| 3M | -16.3% | -22.1% | +5.8% | +3.5% |
| 6M | -7.5% | -18.1% | +10.6% | +7.5% |
| YTD | +34.0% | +32.7% | +1.3% | +0.7% |
| 1Y | +39.3% | +34.1% | +5.2% | +3.5% |
| 3Y | +128.9% | +176.7% | -47.8% | -9.5% |
| All | +128.9% | +175.4% | -46.5% | -9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling