-23.9%
BABA vs SOXQ
+96.6%
-120.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.9% | 0.0% |
| 7D | -2.9% | +2.3% | -5.2% | -3.6% |
| 30D | -15.1% | -3.9% | -11.2% | -14.4% |
| 3M | -5.0% | -4.7% | -0.3% | -6.6% |
| 6M | -19.9% | +47.9% | -67.8% | -38.2% |
| YTD | -25.3% | +64.3% | -89.6% | -45.6% |
| 1Y | -23.9% | +95.7% | -119.6% | -46.3% |
| All | -23.9% | +96.6% | -120.5% | -46.3% |
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