+166.2%
EOG vs SOXQ
+258.1%
-91.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.8% | -0.3% |
| 7D | +1.5% | +0.8% | +0.7% | +1.4% |
| 30D | +2.9% | -4.6% | +7.5% | +3.6% |
| 3M | +8.7% | -10.2% | +18.9% | +9.6% |
| 6M | +12.9% | +49.7% | -36.8% | +2.0% |
| YTD | +43.8% | +67.2% | -23.4% | +26.3% |
| 1Y | +27.1% | +98.0% | -70.9% | +6.8% |
| 3Y | +25.9% | +237.2% | -211.3% | -10.7% |
| All | +166.2% | +258.1% | -91.9% | +79.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling