+54.9%
JHX vs SOXQ
+29.4%
+25.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -12.1% | +9.2% | +0.5% |
| 7D | +6.4% | -21.6% | +28.0% | +13.7% |
| 30D | +12.3% | -31.7% | +44.0% | +25.4% |
| 3M | +1.1% | -24.8% | +25.8% | +8.9% |
| 6M | +42.2% | -17.7% | +59.9% | +39.1% |
| YTD | +38.1% | +27.7% | +10.4% | +10.1% |
| 1Y | +54.9% | +26.0% | +28.9% | +23.4% |
| All | +54.9% | +29.4% | +25.5% | +23.4% |
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