+17.6%
NSC vs SOXQ
+45.6%
-28.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +1.8% | -1.5% |
| 7D | +2.5% | +8.2% | -5.7% | +2.4% |
| 30D | +1.7% | -13.2% | +14.9% | +1.6% |
| 3M | -2.6% | -18.5% | +16.0% | -2.6% |
| 6M | +6.4% | -15.4% | +21.9% | +5.5% |
| YTD | +15.5% | +43.6% | -28.1% | +10.1% |
| 1Y | +17.6% | +49.2% | -31.6% | +12.2% |
| All | +17.6% | +45.6% | -28.0% | +12.2% |
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 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