+470.9%
COMP vs SOXQ
+192.4%
+278.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +7.0% | -1.3% | +2.9% |
| 7D | +14.5% | -2.9% | +17.4% | +15.7% |
| 30D | +14.9% | -20.1% | +35.0% | +24.6% |
| 3M | -14.2% | -18.6% | +4.4% | -8.1% |
| 6M | +23.7% | -14.6% | +38.4% | +26.1% |
| YTD | +2.1% | +42.1% | -40.0% | -16.7% |
| 1Y | +26.2% | +45.2% | -19.0% | +1.7% |
| 3Y | +470.9% | +195.3% | +275.6% | +131.3% |
| All | +470.9% | +192.4% | +278.5% | +131.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling