+108.6%
ASML vs SOXQ
+254.8%
-146.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.4% | +0.8% | +1.0% |
| 7D | +1.1% | +2.3% | -1.2% | -1.1% |
| 30D | +2.2% | -2.3% | +4.4% | +4.2% |
| 3M | -2.3% | -13.8% | +11.5% | +10.6% |
| 6M | +23.0% | +48.6% | -25.6% | -18.1% |
| YTD | +61.1% | +66.0% | -4.9% | -3.5% |
| 1Y | +129.1% | +107.9% | +21.2% | +9.7% |
| 3Y | +165.4% | +224.1% | -58.8% | -20.1% |
| All | +108.6% | +254.8% | -146.2% | -45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling