+155.1%
GDXJ vs SOXQ
+286.7%
-131.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.4% |
| 7D | -2.8% | +0.8% | -3.6% | -3.1% |
| 30D | +5.0% | -4.6% | +9.5% | +6.7% |
| 3M | +24.1% | -10.2% | +34.2% | +27.6% |
| 6M | -7.4% | +49.7% | -57.0% | -20.2% |
| YTD | +10.2% | +67.2% | -57.0% | -8.2% |
| 1Y | +42.5% | +98.0% | -55.5% | +12.6% |
| 3Y | +285.7% | +237.2% | +48.6% | +147.6% |
| 5Y | +231.9% | +261.3% | -29.4% | +85.8% |
| All | +155.1% | +286.7% | -131.5% | +39.9% |
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