+70.7%
NFLX vs SOXQ
+227.1%
-156.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.4% |
| 7D | -8.1% | +2.3% | -10.4% | -8.5% |
| 30D | +1.6% | -3.9% | +5.5% | +2.1% |
| 3M | -7.3% | -4.7% | -2.6% | -8.1% |
| 6M | -21.6% | +47.9% | -69.5% | -32.6% |
| YTD | -18.9% | +64.3% | -83.3% | -33.1% |
| 1Y | -39.1% | +95.7% | -134.8% | -53.2% |
| All | +70.7% | +227.1% | -156.4% | +6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling