+30.9%
HPQ vs SOXQ
+290.2%
-259.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.8% |
| 7D | +2.2% | +5.2% | -3.0% | +0.1% |
| 30D | +9.7% | -0.5% | +10.3% | +9.6% |
| 3M | +32.7% | -5.6% | +38.4% | +32.1% |
| 6M | +77.7% | +53.0% | +24.7% | +36.8% |
| YTD | +51.0% | +68.8% | -17.8% | +9.3% |
| 1Y | +18.4% | +105.7% | -87.3% | -23.6% |
| 3Y | +25.6% | +240.5% | -214.9% | -42.7% |
| 5Y | +38.6% | +266.8% | -228.1% | -43.2% |
| All | +30.9% | +290.2% | -259.3% | -46.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling