+31.9%
NXPI vs SOXQ
+45.5%
-13.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +4.0% | +2.9% |
| 7D | +5.3% | -12.1% | +17.4% | +14.1% |
| 30D | +9.5% | -22.0% | +31.6% | +28.4% |
| 3M | +12.0% | -15.6% | +27.6% | +23.9% |
| 6M | -8.1% | -2.4% | -5.8% | -9.1% |
| YTD | +23.7% | +45.4% | -21.7% | -4.8% |
| 1Y | +31.9% | +47.7% | -15.7% | +0.2% |
| All | +31.9% | +45.5% | -13.5% | +0.2% |
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