+22.1%
NXPI vs SOXQ
+288.7%
-266.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -2.9% |
| 7D | +0.7% | +5.3% | -4.6% | -3.8% |
| 30D | -6.6% | -3.7% | -2.9% | -4.0% |
| 3M | -25.4% | -7.8% | -17.6% | -21.5% |
| 6M | +11.9% | +58.4% | -46.5% | -28.3% |
| YTD | +4.0% | +68.1% | -64.1% | -37.3% |
| 1Y | +1.0% | +105.4% | -104.3% | -49.9% |
| 3Y | +16.3% | +239.2% | -222.9% | -65.2% |
| 5Y | +17.7% | +266.9% | -249.2% | -67.3% |
| All | +22.1% | +288.7% | -266.6% | -67.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling