-83.8%
OPEN vs SOXQ
+286.7%
-370.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.1% | -2.2% |
| 7D | -11.4% | +0.8% | -12.2% | -12.1% |
| 30D | -20.1% | -4.6% | -15.5% | -16.5% |
| 3M | -37.6% | -10.2% | -27.4% | -33.9% |
| 6M | -47.1% | +49.7% | -96.7% | -70.2% |
| YTD | -52.1% | +67.2% | -119.4% | -76.6% |
| 1Y | -73.5% | +98.0% | -171.5% | -89.5% |
| 3Y | -24.4% | +237.2% | -261.6% | -87.0% |
| 5Y | -85.1% | +261.3% | -346.4% | -97.4% |
| All | -83.8% | +286.7% | -370.4% | -97.2% |
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 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