+62.9%
FDX vs SOXQ
+269.0%
-206.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -1.9% | -1.7% |
| 7D | -2.3% | +5.2% | -7.6% | -4.0% |
| 30D | -4.9% | -0.5% | -4.4% | -4.9% |
| 3M | -6.5% | -5.6% | -0.8% | -5.9% |
| 6M | +6.7% | +53.0% | -46.4% | -11.0% |
| YTD | +33.9% | +68.8% | -34.9% | +7.3% |
| 1Y | +72.2% | +105.7% | -33.6% | +27.1% |
| 3Y | +60.2% | +240.5% | -180.2% | -9.6% |
| 5Y | +62.9% | +266.8% | -203.8% | -15.7% |
| All | +62.9% | +269.0% | -206.0% | -15.7% |
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