+3.6%
GOOG vs SOXX
+354.3%
-350.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.1% | +6.4% | +3.3% |
| 7D | -10.7% | +158.9% | -169.6% | -10.9% |
| 30D | -16.4% | +129.2% | -145.7% | -14.9% |
| 3M | -23.4% | +149.7% | -173.1% | -23.2% |
| 6M | -24.2% | +193.4% | -217.7% | -30.4% |
| YTD | -8.3% | +351.0% | -359.3% | -29.7% |
| 1Y | +3.6% | +360.5% | -356.9% | -21.8% |
| All | +3.6% | +354.3% | -350.7% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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