+16.8%
NXPI vs SOXQ
+251.3%
-234.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.6% | +4.0% | +3.7% |
| 7D | +0.7% | +2.3% | -1.7% | -1.5% |
| 30D | -4.2% | -3.9% | -0.3% | -1.4% |
| 3M | -20.4% | -4.7% | -15.7% | -18.8% |
| 6M | +12.5% | +47.9% | -35.4% | -23.5% |
| YTD | +5.2% | +64.3% | -59.1% | -35.4% |
| 1Y | +5.1% | +95.7% | -90.6% | -45.6% |
| 3Y | +17.7% | +231.5% | -213.8% | -64.2% |
| 5Y | +16.8% | +255.0% | -238.2% | -67.4% |
| All | +16.8% | +251.3% | -234.5% | -67.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling