-80.1%
EOSE vs SOXQ
+286.7%
-366.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -2.8% |
| 7D | +1.8% | +0.8% | +1.0% | +1.1% |
| 30D | -6.8% | -4.6% | -2.3% | -1.9% |
| 3M | -36.3% | -10.2% | -26.1% | -29.3% |
| 6M | -38.8% | +49.7% | -88.4% | -59.1% |
| YTD | -65.5% | +67.2% | -132.8% | -78.6% |
| 1Y | -45.3% | +98.0% | -143.3% | -70.7% |
| 3Y | +44.2% | +237.2% | -193.0% | -58.4% |
| 5Y | -69.5% | +261.3% | -330.8% | -92.2% |
| All | -80.1% | +286.7% | -366.8% | -94.9% |
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