+23.4%
NSC vs SOXQ
+45.5%
-22.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.1% | +0.9% |
| 7D | +1.8% | -12.1% | +13.9% | +1.7% |
| 30D | +8.8% | -22.0% | +30.9% | +8.8% |
| 3M | +1.2% | -15.6% | +16.8% | +1.2% |
| 6M | +11.3% | -2.4% | +13.7% | +9.2% |
| YTD | +20.7% | +45.4% | -24.7% | +15.5% |
| 1Y | +23.4% | +47.7% | -24.3% | +17.9% |
| All | +23.4% | +45.5% | -22.1% | +17.9% |
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