-33.9%
AZO vs SOXQ
+98.3%
-132.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -1.9% | 0.0% |
| 7D | -3.6% | +0.8% | -4.3% | -3.5% |
| 30D | -5.6% | -4.6% | -1.0% | -5.9% |
| 3M | -6.6% | -10.2% | +3.5% | -7.1% |
| 6M | -22.5% | +49.7% | -72.2% | -23.9% |
| YTD | -15.2% | +67.2% | -82.4% | -14.8% |
| 1Y | -33.9% | +98.0% | -131.9% | -31.5% |
| All | -33.9% | +98.3% | -132.3% | -31.5% |
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 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