-84.8%
EOSE vs SOXQ
+45.5%
-130.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -3.1% | +15.7% | +16.3% |
| 7D | +9.7% | -12.1% | +21.8% | +27.4% |
| 30D | -34.6% | -22.0% | -12.5% | -11.0% |
| 3M | -50.8% | -15.6% | -35.2% | -39.0% |
| 6M | -66.5% | -2.4% | -64.1% | -69.4% |
| YTD | -81.3% | +45.4% | -126.7% | -89.7% |
| 1Y | -84.8% | +47.7% | -132.5% | -91.7% |
| All | -84.8% | +45.5% | -130.3% | -91.7% |
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 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