+140.1%
GOOGL vs SOXQ
+258.1%
-118.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | 0.0% | +1.0% |
| 7D | 0.0% | +0.8% | -0.7% | -0.3% |
| 30D | -1.4% | -4.6% | +3.2% | +0.3% |
| 3M | -5.3% | -10.2% | +4.8% | -2.9% |
| 6M | +9.8% | +49.7% | -39.9% | -14.3% |
| YTD | +8.4% | +67.2% | -58.9% | -20.7% |
| 1Y | +41.2% | +98.0% | -56.8% | -5.7% |
| 3Y | +149.6% | +237.2% | -87.6% | +14.8% |
| All | +140.1% | +258.1% | -118.0% | +1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling