+71.2%
EBAY vs SOXQ
+279.9%
-208.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +2.1% |
| 7D | -0.8% | +2.3% | -3.1% | -1.4% |
| 30D | -0.6% | -3.9% | +3.3% | +0.1% |
| 3M | -1.0% | -4.7% | +3.7% | -1.5% |
| 6M | +16.3% | +47.9% | -31.6% | 0.0% |
| YTD | +21.7% | +64.3% | -42.6% | +1.1% |
| 1Y | +16.5% | +95.7% | -79.2% | -9.0% |
| 3Y | +154.2% | +231.5% | -77.3% | +49.1% |
| 5Y | +58.1% | +255.0% | -196.9% | -14.9% |
| All | +71.2% | +279.9% | -208.7% | -10.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling