-27.5%
DOCN vs SOXQ
+176.1%
-203.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.5% | -0.7% | -0.7% |
| 7D | +19.1% | +8.2% | +10.9% | +10.5% |
| 30D | -21.0% | -13.2% | -7.9% | -7.9% |
| 3M | -34.7% | -18.5% | -16.2% | -18.3% |
| 6M | -45.8% | -15.4% | -30.3% | -36.3% |
| YTD | +79.4% | +43.6% | +35.8% | +25.8% |
| 1Y | +91.0% | +49.2% | +41.8% | +28.6% |
| 3Y | +237.5% | +190.2% | +47.2% | +2.0% |
| All | -27.5% | +176.1% | -203.5% | -75.6% |
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 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