-51.3%
BIDU vs SOXQ
+286.7%
-338.0%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | -0.1% |
| 7D | -8.1% | +0.8% | -8.9% | -8.6% |
| 30D | -12.8% | -4.6% | -8.2% | -10.5% |
| 3M | -21.3% | -10.2% | -11.1% | -18.2% |
| 6M | -27.0% | +49.7% | -76.6% | -44.2% |
| YTD | -30.0% | +67.2% | -97.3% | -49.8% |
| 1Y | -18.3% | +98.0% | -116.3% | -46.8% |
| 3Y | -33.8% | +237.2% | -271.0% | -72.2% |
| 5Y | -44.3% | +261.3% | -305.6% | -79.2% |
| All | -51.3% | +286.7% | -338.0% | -82.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling