+21.9%
BABA vs SOXQ
+199.3%
-177.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.6% | -6.5% | -6.9% |
| 7D | -12.7% | +16.4% | -29.1% | -16.3% |
| 30D | -14.9% | -13.9% | -1.0% | -11.8% |
| 3M | -24.6% | -15.1% | -9.5% | -21.8% |
| 6M | -29.3% | -10.2% | -19.2% | -29.5% |
| YTD | -35.0% | +48.7% | -83.7% | -45.8% |
| 1Y | -39.7% | +48.9% | -88.6% | -49.8% |
| All | +21.9% | +199.3% | -177.4% | -21.6% |
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