+32.9%
BABA vs SOXQ
+237.4%
-204.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.9% |
| 7D | -0.2% | +5.3% | -5.5% | -1.7% |
| 30D | -12.3% | -3.7% | -8.6% | -11.5% |
| 3M | -5.3% | -7.8% | +2.5% | -4.5% |
| 6M | -13.1% | +58.4% | -71.4% | -28.2% |
| YTD | -22.4% | +68.1% | -90.6% | -37.2% |
| 1Y | -19.5% | +105.4% | -124.9% | -39.0% |
| 3Y | +32.9% | +239.2% | -206.3% | -20.1% |
| All | +32.9% | +237.4% | -204.5% | -20.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling