-35.7%
BIDU vs SOXQ
+45.5%
-81.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.1% | +7.6% | +5.8% |
| 7D | +1.2% | -12.1% | +13.3% | +6.6% |
| 30D | -7.5% | -22.0% | +14.5% | +2.5% |
| 3M | -28.6% | -15.6% | -13.0% | -23.6% |
| 6M | -36.9% | -2.4% | -34.5% | -41.3% |
| YTD | -38.4% | +45.4% | -83.8% | -57.1% |
| 1Y | -35.7% | +47.7% | -83.3% | -55.7% |
| All | -35.7% | +45.5% | -81.1% | -55.7% |
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