+1.3%
BIDU vs SOXQ
+111.3%
-110.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.4% | +0.7% | +2.4% |
| 7D | +2.4% | +2.3% | +0.1% | +1.3% |
| 30D | -10.5% | -2.3% | -8.2% | -9.3% |
| 3M | -26.2% | -13.8% | -12.4% | -21.7% |
| 6M | -16.4% | +48.6% | -65.0% | -39.9% |
| YTD | -23.9% | +66.0% | -89.9% | -49.5% |
| 1Y | +1.3% | +107.9% | -106.6% | -28.9% |
| All | +1.3% | +111.3% | -110.0% | -28.9% |
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