+16.3%
AZN vs SOXQ
+29.4%
-13.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -12.1% | +11.0% | -2.1% |
| 7D | +7.1% | -21.6% | +28.8% | +5.1% |
| 30D | +17.8% | -31.7% | +49.5% | +14.9% |
| 3M | +15.7% | -24.8% | +40.5% | +13.4% |
| 6M | +3.1% | -17.7% | +20.8% | -1.9% |
| YTD | +2.7% | +27.7% | -25.0% | -8.3% |
| 1Y | +16.3% | +26.0% | -9.7% | +4.1% |
| All | +16.3% | +29.4% | -13.1% | +4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling