+122.4%
GLW vs SOXQ
+98.3%
+24.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | -0.1% |
| 7D | +7.8% | +0.8% | +7.1% | +7.0% |
| 30D | -0.4% | -4.6% | +4.1% | +5.5% |
| 3M | -5.6% | -10.2% | +4.6% | +9.9% |
| 6M | +26.7% | +49.7% | -22.9% | -12.8% |
| YTD | +91.0% | +67.2% | +23.8% | +21.0% |
| 1Y | +122.4% | +98.0% | +24.4% | +28.5% |
| All | +122.4% | +98.3% | +24.1% | +28.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling