-17.0%
DXCM vs SOXQ
+286.7%
-303.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.5% | -2.4% |
| 7D | -5.5% | +0.8% | -6.3% | -5.9% |
| 30D | -8.6% | -4.6% | -4.0% | -7.3% |
| 3M | +10.3% | -10.2% | +20.5% | +11.9% |
| 6M | +25.2% | +49.7% | -24.5% | -0.7% |
| YTD | +25.1% | +67.2% | -42.1% | -6.1% |
| 1Y | +9.2% | +98.0% | -88.8% | -25.0% |
| 3Y | -22.6% | +237.2% | -259.8% | -63.0% |
| 5Y | -39.5% | +261.3% | -300.8% | -72.3% |
| All | -17.0% | +286.7% | -303.7% | -61.8% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling