+757.0%
AVGO vs SOXQ
+290.2%
+466.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.5% |
| 7D | -0.8% | +5.2% | -6.0% | -5.2% |
| 30D | -13.7% | -0.5% | -13.2% | -13.6% |
| 3M | -6.9% | -5.6% | -1.3% | -4.8% |
| 6M | +5.8% | +53.0% | -47.2% | -31.9% |
| YTD | +5.7% | +68.8% | -63.1% | -38.4% |
| 1Y | +9.0% | +105.7% | -96.7% | -47.1% |
| 3Y | +340.5% | +240.5% | +100.0% | +46.0% |
| 5Y | +711.1% | +266.8% | +444.3% | +150.2% |
| All | +757.0% | +290.2% | +466.8% | +156.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling