-16.2%
DPZ vs SOXQ
+40.9%
-57.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.0% | -7.1% | +1.2% |
| 7D | +3.7% | -2.9% | +6.5% | +3.3% |
| 30D | +8.0% | -20.1% | +28.2% | +4.2% |
| 3M | -4.2% | -18.6% | +14.5% | -6.9% |
| 6M | +4.6% | -14.6% | +19.2% | +2.0% |
| YTD | -18.4% | +42.1% | -60.5% | -20.9% |
| All | -16.2% | +40.9% | -57.1% | -18.5% |
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