+36.6%
FXI vs SOXQ
+232.9%
-196.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | 0.0% |
| 7D | -3.9% | +0.8% | -4.6% | -4.1% |
| 30D | -2.1% | -4.6% | +2.5% | -1.1% |
| 3M | -0.5% | -10.2% | +9.7% | +1.0% |
| 6M | -4.5% | +49.7% | -54.2% | -17.2% |
| YTD | -9.2% | +67.2% | -76.5% | -23.8% |
| 1Y | -13.8% | +98.0% | -111.8% | -31.2% |
| 3Y | +36.6% | +237.2% | -200.6% | -13.5% |
| All | +36.6% | +232.9% | -196.3% | -13.5% |
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