-21.8%
DXCM vs SOXQ
+235.9%
-257.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.1% | -0.8% |
| 7D | -6.5% | +5.2% | -11.7% | -7.5% |
| 30D | -4.3% | -0.5% | -3.8% | -4.3% |
| 3M | +7.3% | -5.6% | +12.9% | +6.8% |
| 6M | +22.0% | +53.0% | -31.0% | +2.2% |
| YTD | +26.4% | +68.8% | -42.4% | +2.2% |
| 1Y | +7.0% | +105.7% | -98.7% | -19.8% |
| All | -21.8% | +235.9% | -257.8% | -60.6% |
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