-12.7%
BABA vs SOXQ
+111.3%
-124.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.4% | -2.1% | +0.3% |
| 7D | -4.8% | +2.3% | -7.1% | -5.4% |
| 30D | -11.9% | -2.3% | -9.6% | -11.6% |
| 3M | -9.3% | -13.8% | +4.5% | -6.3% |
| 6M | -14.2% | +48.6% | -62.9% | -33.7% |
| YTD | -22.0% | +66.0% | -88.0% | -43.2% |
| 1Y | -12.7% | +107.9% | -120.6% | -31.1% |
| All | -12.7% | +111.3% | -124.0% | -31.1% |
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