-4.1%
DPZ vs SOXQ
+189.0%
-193.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.5% | +6.0% | +2.6% |
| 7D | +2.2% | +8.2% | -5.9% | +2.1% |
| 30D | +15.5% | -13.2% | +28.6% | +15.8% |
| 3M | -2.0% | -18.5% | +16.5% | -1.5% |
| 6M | +12.1% | -15.4% | +27.6% | +11.2% |
| YTD | -16.6% | +43.6% | -60.2% | -24.1% |
| 1Y | -14.6% | +49.2% | -63.8% | -22.9% |
| 3Y | -4.1% | +190.2% | -194.3% | -27.6% |
| All | -4.1% | +189.0% | -193.1% | -27.6% |
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 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