+60.1%
DOCN vs SOXQ
+254.8%
-194.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.4% | -0.5% | -0.5% |
| 7D | +1.1% | +2.3% | -1.2% | -1.2% |
| 30D | -9.6% | -2.3% | -7.4% | -7.3% |
| 3M | -37.7% | -13.8% | -23.9% | -29.2% |
| 6M | +115.2% | +48.6% | +66.6% | +42.5% |
| YTD | +133.7% | +66.0% | +67.7% | +38.3% |
| 1Y | +250.2% | +107.9% | +142.3% | +65.7% |
| 3Y | +320.3% | +224.1% | +96.1% | +10.3% |
| All | +60.1% | +254.8% | -194.7% | -57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling