+153.8%
EXEL vs SOXQ
+290.2%
-136.4%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.8% | +1.1% |
| 7D | -0.3% | +5.2% | -5.6% | -1.1% |
| 30D | +10.1% | -0.5% | +10.7% | +10.1% |
| 3M | +10.1% | -5.6% | +15.7% | +10.1% |
| 6M | +37.7% | +53.0% | -15.4% | +25.9% |
| YTD | +33.1% | +68.8% | -35.7% | +19.6% |
| 1Y | +52.4% | +105.7% | -53.4% | +32.0% |
| 3Y | +163.8% | +240.5% | -76.7% | +98.0% |
| 5Y | +198.5% | +266.8% | -68.3% | +118.1% |
| All | +153.8% | +290.2% | -136.4% | +95.2% |
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