-47.1%
EOSE vs SOXQ
+111.3%
-158.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +3.4% | +7.5% | +6.6% |
| 7D | +19.0% | +2.3% | +16.7% | +16.1% |
| 30D | +1.6% | -2.3% | +3.8% | +4.8% |
| 3M | -52.0% | -13.8% | -38.2% | -44.0% |
| 6M | -42.5% | +48.6% | -91.1% | -71.4% |
| YTD | -66.1% | +66.0% | -132.1% | -84.6% |
| 1Y | -47.1% | +107.9% | -155.0% | -77.1% |
| All | -47.1% | +111.3% | -158.5% | -77.1% |
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