-39.8%
BABA vs SOXQ
+176.1%
-215.9%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.5% | +1.4% |
| 7D | -13.8% | +8.2% | -21.9% | -16.8% |
| 30D | -15.1% | -13.2% | -1.9% | -11.2% |
| 3M | -22.7% | -18.5% | -4.2% | -17.4% |
| 6M | -34.7% | -15.4% | -19.2% | -33.4% |
| YTD | -35.0% | +43.6% | -78.6% | -49.4% |
| 1Y | -40.4% | +49.2% | -89.7% | -54.6% |
| 3Y | +21.9% | +190.2% | -168.3% | -40.9% |
| All | -39.8% | +176.1% | -215.9% | -73.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling