+75.7%
EBAY vs SOXQ
+286.7%
-211.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.8% | +2.1% |
| 7D | +4.2% | +0.8% | +3.4% | +4.0% |
| 30D | +5.6% | -4.6% | +10.2% | +6.6% |
| 3M | -1.4% | -10.2% | +8.8% | -0.1% |
| 6M | +18.2% | +49.7% | -31.5% | +1.4% |
| YTD | +24.8% | +67.2% | -42.4% | +3.2% |
| 1Y | +18.0% | +98.0% | -80.0% | -8.0% |
| 3Y | +160.3% | +237.2% | -76.9% | +52.1% |
| 5Y | +62.1% | +261.3% | -199.1% | -13.0% |
| All | +75.7% | +286.7% | -211.0% | -8.9% |
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