+5.1%
EIX vs SOXQ
+98.3%
-93.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -1.3% |
| 7D | -1.4% | +0.8% | -2.1% | -1.3% |
| 30D | -19.3% | -4.6% | -14.7% | -19.4% |
| 3M | -21.7% | -10.2% | -11.5% | -21.9% |
| 6M | -19.8% | +49.7% | -69.5% | -20.7% |
| YTD | -3.0% | +67.2% | -70.3% | -3.7% |
| 1Y | +5.1% | +98.0% | -92.9% | +5.8% |
| All | +5.1% | +98.3% | -93.2% | +5.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling