-37.8%
NFLX vs SOXQ
+111.3%
-149.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.4% | -8.7% | -4.9% |
| 7D | -4.2% | +2.3% | -6.6% | -3.9% |
| 30D | +5.5% | -2.3% | +7.7% | +5.3% |
| 3M | -4.1% | -13.8% | +9.7% | -5.1% |
| 6M | -20.7% | +48.6% | -69.3% | -21.7% |
| YTD | -16.5% | +66.0% | -82.5% | -18.1% |
| 1Y | -37.8% | +107.9% | -145.6% | -33.5% |
| All | -37.8% | +111.3% | -149.1% | -33.5% |
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