+115.4%
FOXA vs SOXQ
+232.9%
-117.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +1.0% |
| 7D | +0.8% | +0.8% | 0.0% | +0.7% |
| 30D | +5.0% | -4.6% | +9.6% | +5.4% |
| 3M | -3.0% | -10.2% | +7.1% | -2.6% |
| 6M | +14.8% | +49.7% | -34.9% | +5.8% |
| YTD | -8.9% | +67.2% | -76.2% | -17.9% |
| 1Y | +13.3% | +98.0% | -84.7% | -1.6% |
| 3Y | +115.4% | +237.2% | -121.8% | +54.8% |
| All | +115.4% | +232.9% | -117.5% | +54.8% |
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