-45.5%
BABA vs SOXQ
+279.9%
-325.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.9% | +0.4% |
| 7D | -2.9% | +2.3% | -5.2% | -3.9% |
| 30D | -15.1% | -3.9% | -11.2% | -14.0% |
| 3M | -5.0% | -4.7% | -0.3% | -5.8% |
| 6M | -19.9% | +47.9% | -67.8% | -36.6% |
| YTD | -25.3% | +64.3% | -89.6% | -43.9% |
| 1Y | -23.9% | +95.7% | -119.6% | -47.8% |
| 3Y | +28.1% | +231.5% | -203.4% | -39.5% |
| 5Y | -31.4% | +255.0% | -286.4% | -71.0% |
| All | -45.5% | +279.9% | -325.4% | -77.8% |
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