-30.5%
BABA vs SOXQ
+269.0%
-299.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -3.1% |
| 7D | -2.2% | +5.2% | -7.4% | -4.3% |
| 30D | -17.3% | -0.5% | -16.8% | -17.5% |
| 3M | -7.8% | -5.6% | -2.1% | -7.9% |
| 6M | -16.8% | +53.0% | -69.8% | -35.1% |
| YTD | -24.7% | +68.8% | -93.5% | -44.2% |
| 1Y | -24.9% | +105.7% | -130.7% | -49.7% |
| 3Y | +29.1% | +240.5% | -211.4% | -40.0% |
| 5Y | -30.5% | +266.8% | -297.3% | -70.8% |
| All | -30.5% | +269.0% | -299.5% | -70.8% |
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 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