+91.7%
BKNG vs SOXQ
+251.9%
-160.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.2% | +1.4% |
| 7D | -10.7% | +2.3% | -13.0% | -11.4% |
| 30D | -18.1% | -3.9% | -14.2% | -17.3% |
| 3M | +8.5% | -4.7% | +13.3% | +7.3% |
| 6M | -0.1% | +47.9% | -47.9% | -19.7% |
| YTD | -18.2% | +64.3% | -82.6% | -37.6% |
| 1Y | -19.9% | +95.7% | -115.6% | -44.2% |
| 3Y | +41.6% | +231.5% | -189.9% | -28.8% |
| All | +91.7% | +251.9% | -160.2% | -9.2% |
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