+25.4%
DBX vs SOXQ
+227.1%
-201.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +4.0% | +1.6% |
| 7D | -1.8% | +2.3% | -4.1% | -2.1% |
| 30D | +2.8% | -3.9% | +6.7% | +3.2% |
| 3M | +26.8% | -4.7% | +31.5% | +25.7% |
| 6M | +32.8% | +47.9% | -15.1% | +18.2% |
| YTD | +26.1% | +64.3% | -38.2% | +8.7% |
| 1Y | +14.1% | +95.7% | -81.6% | -7.1% |
| All | +25.4% | +227.1% | -201.7% | -19.9% |
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