-21.8%
IDXX vs SOXQ
+98.3%
-120.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.1% | -0.4% |
| 7D | -5.7% | +0.8% | -6.5% | -5.8% |
| 30D | -11.5% | -4.6% | -7.0% | -11.4% |
| 3M | -9.5% | -10.2% | +0.6% | -9.3% |
| 6M | -16.0% | +49.7% | -65.6% | -26.0% |
| YTD | -25.4% | +67.2% | -92.6% | -36.2% |
| 1Y | -21.8% | +98.0% | -119.8% | -36.4% |
| All | -21.8% | +98.3% | -120.1% | -36.4% |
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