+15.1%
COMP vs SOXQ
+105.6%
-90.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.0% | -0.8% |
| 7D | +0.8% | +5.2% | -4.4% | -0.8% |
| 30D | -13.9% | -0.5% | -13.4% | -13.9% |
| 3M | +30.7% | -5.6% | +36.3% | +30.7% |
| 6M | +18.7% | +53.0% | -34.4% | -4.9% |
| YTD | +1.0% | +68.8% | -67.7% | -19.0% |
| 1Y | +15.1% | +105.7% | -90.7% | -1.2% |
| All | +15.1% | +105.6% | -90.5% | -1.2% |
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 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