+751.4%
AVGO vs SOXQ
+286.7%
+464.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | -1.2% |
| 7D | +1.1% | +0.8% | +0.4% | +0.4% |
| 30D | -13.0% | -4.6% | -8.4% | -9.6% |
| 3M | -6.0% | -10.2% | +4.2% | +0.8% |
| 6M | +6.4% | +49.7% | -43.3% | -30.2% |
| YTD | +5.0% | +67.2% | -62.3% | -38.4% |
| 1Y | +1.4% | +98.0% | -96.6% | -49.2% |
| 3Y | +336.8% | +237.2% | +99.7% | +46.0% |
| 5Y | +698.2% | +261.3% | +436.9% | +149.0% |
| All | +751.4% | +286.7% | +464.7% | +157.2% |
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