+24.6%
DBX vs SOXQ
+45.5%
-20.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.1% | +6.4% | +2.7% |
| 7D | -1.1% | -12.1% | +11.0% | -3.4% |
| 30D | +5.0% | -22.0% | +27.1% | +0.4% |
| 3M | +4.6% | -15.6% | +20.2% | +1.9% |
| 6M | +43.9% | -2.4% | +46.3% | +41.5% |
| YTD | +29.9% | +45.4% | -15.5% | +34.2% |
| 1Y | +24.6% | +47.7% | -23.1% | +27.6% |
| All | +24.6% | +45.5% | -20.8% | +27.6% |
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