-60.5%
FSLY vs SOXQ
+288.7%
-349.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.3% | +3.1% | +3.3% |
| 7D | +3.5% | +5.3% | -1.8% | -1.0% |
| 30D | -6.4% | -3.7% | -2.7% | -3.4% |
| 3M | +10.9% | -7.8% | +18.7% | +13.7% |
| 6M | +6.7% | +58.4% | -51.7% | -31.8% |
| YTD | +111.1% | +68.1% | +43.0% | +25.1% |
| 1Y | +185.8% | +105.4% | +80.4% | +37.3% |
| 3Y | -6.6% | +239.2% | -245.8% | -76.7% |
| 5Y | -52.4% | +266.9% | -319.3% | -88.8% |
| All | -60.5% | +288.7% | -349.2% | -91.0% |
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