+75.5%
ASML vs SOXQ
+158.0%
-82.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +3.9% | +1.1% | +1.4% |
| 7D | -9.0% | -12.2% | +3.2% | +2.5% |
| 30D | -21.0% | -28.2% | +7.2% | +7.1% |
| 3M | -16.3% | -22.1% | +5.8% | +4.7% |
| 6M | -7.5% | -18.1% | +10.6% | +8.2% |
| YTD | +34.0% | +32.7% | +1.3% | -1.5% |
| 1Y | +39.3% | +34.1% | +5.2% | +1.1% |
| 3Y | +128.9% | +176.7% | -47.8% | -20.9% |
| All | +75.5% | +158.0% | -82.5% | -36.6% |
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