+53.0%
FDX vs SOXQ
+45.6%
+7.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.5% | +5.0% | +2.0% |
| 7D | +5.2% | +8.2% | -3.0% | +4.0% |
| 30D | +11.3% | -13.2% | +24.4% | +13.1% |
| 3M | -4.1% | -18.5% | +14.4% | -1.7% |
| 6M | +9.6% | -15.4% | +25.1% | +9.8% |
| YTD | +40.9% | +43.6% | -2.7% | +23.5% |
| 1Y | +53.0% | +49.2% | +3.8% | +33.7% |
| All | +53.0% | +45.6% | +7.4% | +33.7% |
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