+36.6%
BP vs SOXQ
+45.5%
-8.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.1% | -1.0% | -4.4% |
| 7D | -8.4% | -12.1% | +3.7% | -9.4% |
| 30D | +2.2% | -22.0% | +24.3% | +0.3% |
| 3M | +8.8% | -15.6% | +24.4% | +7.5% |
| 6M | -0.5% | -2.4% | +1.9% | +0.3% |
| YTD | +36.2% | +45.4% | -9.2% | +37.4% |
| 1Y | +36.6% | +47.7% | -11.1% | +38.1% |
| All | +36.6% | +45.5% | -8.9% | +38.1% |
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