+18.7%
HPQ vs SOXQ
+111.3%
-92.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.4% | -1.1% | +2.1% |
| 7D | +6.9% | +2.3% | +4.6% | +6.8% |
| 30D | +14.4% | -2.3% | +16.7% | +14.5% |
| 3M | +25.6% | -13.8% | +39.4% | +27.1% |
| 6M | +75.0% | +48.6% | +26.4% | +59.2% |
| YTD | +50.7% | +66.0% | -15.3% | +31.0% |
| 1Y | +18.7% | +107.9% | -89.2% | -3.9% |
| All | +18.7% | +111.3% | -92.7% | -3.9% |
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