+8.4%
ESTC vs SOXQ
+111.3%
-102.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.4% | -7.8% | -4.4% |
| 7D | -8.1% | +2.3% | -10.5% | -8.0% |
| 30D | +31.7% | -2.3% | +33.9% | +31.6% |
| 3M | +41.1% | -13.8% | +54.8% | +41.3% |
| 6M | +77.1% | +48.6% | +28.5% | +65.9% |
| YTD | +21.7% | +66.0% | -44.3% | +11.4% |
| 1Y | +8.4% | +107.9% | -99.5% | -14.7% |
| All | +8.4% | +111.3% | -102.9% | -14.7% |
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