+167.9%
FSLR vs SOXQ
+288.7%
-120.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +3.6% |
| 7D | +6.8% | +5.3% | +1.5% | +3.9% |
| 30D | -14.7% | -3.7% | -11.0% | -13.3% |
| 3M | -22.6% | -7.8% | -14.7% | -20.2% |
| 6M | +12.7% | +58.4% | -45.7% | -13.2% |
| YTD | -18.4% | +68.1% | -86.5% | -39.7% |
| 1Y | +4.9% | +105.4% | -100.4% | -30.5% |
| 3Y | +16.4% | +239.2% | -222.8% | -43.6% |
| 5Y | +123.5% | +266.9% | -143.4% | +1.9% |
| All | +167.9% | +288.7% | -120.8% | +18.8% |
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 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