+46.2%
GOOGL vs SOXX
+117.6%
-71.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.5% | -4.6% | -1.8% |
| 7D | -2.3% | +2.2% | -4.5% | -2.7% |
| 30D | -6.6% | -2.0% | -4.5% | -6.3% |
| 3M | -8.9% | -13.7% | +4.8% | -6.8% |
| 6M | +11.9% | +52.4% | -40.5% | -9.4% |
| YTD | +8.3% | +72.8% | -64.5% | -17.3% |
| 1Y | +46.2% | +113.9% | -67.7% | +3.8% |
| All | +46.2% | +117.6% | -71.4% | +3.8% |
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