+8.7%
ESTC vs SOXQ
+235.9%
-227.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.2% |
| 7D | -3.3% | +5.2% | -8.6% | -4.9% |
| 30D | +13.4% | -0.5% | +14.0% | +13.2% |
| 3M | +41.3% | -5.6% | +47.0% | +40.5% |
| 6M | +62.6% | +53.0% | +9.6% | +28.2% |
| YTD | +14.8% | +68.8% | -54.0% | -14.3% |
| 1Y | -5.1% | +105.7% | -110.8% | -36.8% |
| All | +8.7% | +235.9% | -227.3% | -49.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling