+388.8%
GE vs SOXQ
+290.2%
+98.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -3.0% |
| 7D | -1.2% | +5.2% | -6.5% | -3.2% |
| 30D | -11.3% | -0.5% | -10.7% | -11.3% |
| 3M | -1.4% | -5.6% | +4.2% | -1.1% |
| 6M | +1.2% | +53.0% | -51.8% | -18.4% |
| YTD | +5.9% | +68.8% | -62.8% | -18.3% |
| 1Y | +18.4% | +105.7% | -87.3% | -16.6% |
| 3Y | +271.0% | +240.5% | +30.5% | +101.8% |
| 5Y | +417.9% | +266.8% | +151.2% | +162.7% |
| All | +388.8% | +290.2% | +98.6% | +150.6% |
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