+91.1%
EXE vs SOXQ
+258.1%
-167.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.9% | -2.4% |
| 7D | -3.1% | +0.8% | -3.9% | -3.3% |
| 30D | -0.9% | -4.6% | +3.7% | -0.2% |
| 3M | +9.6% | -10.2% | +19.7% | +10.9% |
| 6M | -11.6% | +49.7% | -61.3% | -21.4% |
| YTD | -12.6% | +67.2% | -79.8% | -24.9% |
| 1Y | +1.2% | +98.0% | -96.8% | -17.2% |
| 3Y | +18.0% | +237.2% | -219.1% | -20.1% |
| All | +91.1% | +258.1% | -167.0% | +18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling