+29.1%
NXPI vs SOXQ
+286.7%
-257.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.8% | +2.7% | +3.0% |
| 7D | +3.9% | +0.8% | +3.1% | +3.1% |
| 30D | +1.4% | -4.6% | +5.9% | +5.1% |
| 3M | -21.5% | -10.2% | -11.4% | -15.5% |
| 6M | +19.4% | +49.7% | -30.3% | -19.5% |
| YTD | +9.9% | +67.2% | -57.3% | -33.4% |
| 1Y | +7.9% | +98.0% | -90.1% | -44.7% |
| 3Y | +22.7% | +237.2% | -214.5% | -63.1% |
| 5Y | +22.1% | +261.3% | -239.2% | -65.7% |
| All | +29.1% | +286.7% | -257.6% | -65.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling