-13.3%
BKNG vs SOXQ
+29.4%
-42.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -12.1% | +10.8% | -1.9% |
| 7D | +12.2% | -21.6% | +33.8% | +10.9% |
| 30D | +7.0% | -31.7% | +38.7% | +5.4% |
| 3M | -18.3% | -24.8% | +6.5% | -19.3% |
| 6M | +1.1% | -17.7% | +18.8% | -4.1% |
| YTD | -20.7% | +27.7% | -48.4% | -33.4% |
| 1Y | -13.3% | +26.0% | -39.3% | -27.1% |
| All | -13.3% | +29.4% | -42.7% | -27.1% |
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