+50.6%
LYB vs SOXQ
+45.5%
+5.1%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.1% | -1.6% | -5.2% |
| 7D | -6.2% | -12.1% | +5.9% | -8.1% |
| 30D | +6.3% | -22.0% | +28.4% | +2.5% |
| 3M | +4.1% | -15.6% | +19.7% | +1.8% |
| 6M | -15.5% | -2.4% | -13.1% | -12.9% |
| YTD | +50.2% | +45.4% | +4.9% | +64.5% |
| 1Y | +50.6% | +47.7% | +2.9% | +66.4% |
| All | +50.6% | +45.5% | +5.1% | +66.4% |
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