+104.6%
CSCO vs SOXQ
+227.1%
-122.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -1.1% |
| 7D | -1.1% | +2.3% | -3.4% | -1.7% |
| 30D | -10.8% | -3.9% | -6.9% | -9.8% |
| 3M | -9.2% | -4.7% | -4.5% | -8.8% |
| 6M | +39.5% | +47.9% | -8.3% | +23.1% |
| YTD | +41.5% | +64.3% | -22.8% | +21.2% |
| 1Y | +61.0% | +95.7% | -34.7% | +30.8% |
| All | +104.6% | +227.1% | -122.5% | +33.8% |
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