-20.2%
DPZ vs SOXQ
+228.4%
-248.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.0% | -7.1% | -1.0% |
| 7D | +3.7% | -2.9% | +6.5% | +3.9% |
| 30D | +8.0% | -20.1% | +28.2% | +11.2% |
| 3M | -4.2% | -18.6% | +14.5% | -1.9% |
| 6M | +4.6% | -14.6% | +19.2% | +4.0% |
| YTD | -18.4% | +42.1% | -60.5% | -28.9% |
| 1Y | -16.8% | +45.2% | -61.9% | -28.1% |
| 3Y | -5.0% | +195.3% | -200.3% | -36.7% |
| 5Y | -27.8% | +174.8% | -202.6% | -52.2% |
| All | -20.2% | +228.4% | -248.7% | -51.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling