+149.6%
GOOGL vs SOXX
+222.5%
-73.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +1.2% |
| 7D | 0.0% | +1.4% | -1.4% | -0.4% |
| 30D | -1.4% | -3.6% | +2.2% | -0.5% |
| 3M | -5.3% | -10.2% | +4.8% | -3.5% |
| 6M | +9.8% | +54.2% | -44.5% | -11.0% |
| YTD | +8.4% | +75.2% | -66.9% | -17.0% |
| 1Y | +41.2% | +107.5% | -66.3% | +0.6% |
| 3Y | +149.6% | +226.8% | -77.2% | +29.9% |
| All | +149.6% | +222.5% | -73.0% | +29.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling