+162.6%
FSLR vs SOXQ
+286.7%
-124.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | -0.1% |
| 7D | +2.2% | +0.8% | +1.5% | +1.8% |
| 30D | -7.8% | -4.6% | -3.3% | -5.8% |
| 3M | -22.9% | -10.2% | -12.8% | -19.6% |
| 6M | +4.4% | +49.7% | -45.3% | -17.2% |
| YTD | -20.0% | +67.2% | -87.2% | -40.8% |
| 1Y | +2.8% | +98.0% | -95.2% | -30.6% |
| 3Y | +16.5% | +237.2% | -220.6% | -43.4% |
| 5Y | +110.3% | +261.3% | -151.0% | -3.3% |
| All | +162.6% | +286.7% | -124.0% | +16.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling