+52.1%
JNJ vs SOXQ
+98.3%
-46.2%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.1% |
| 7D | -3.5% | +0.8% | -4.3% | -3.4% |
| 30D | +2.3% | -4.6% | +6.9% | +1.8% |
| 3M | +12.0% | -10.2% | +22.1% | +11.2% |
| 6M | +10.5% | +49.7% | -39.2% | +10.7% |
| YTD | +30.4% | +67.2% | -36.9% | +31.9% |
| 1Y | +52.1% | +98.0% | -45.9% | +60.6% |
| All | +52.1% | +98.3% | -46.2% | +60.6% |
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