-21.7%
ONON vs SOXQ
+256.5%
-278.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +1.0% |
| 7D | -2.1% | +0.8% | -2.8% | -2.6% |
| 30D | -11.6% | -4.6% | -7.0% | -9.4% |
| 3M | -30.1% | -10.2% | -19.9% | -28.4% |
| 6M | -30.5% | +49.7% | -80.2% | -52.4% |
| YTD | -41.0% | +67.2% | -108.3% | -63.2% |
| 1Y | -36.7% | +98.0% | -134.7% | -65.8% |
| 3Y | -8.6% | +237.2% | -245.8% | -72.0% |
| All | -21.7% | +256.5% | -278.2% | -76.0% |
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 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