-18.7%
OPEN vs SOXQ
+235.9%
-254.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.5% |
| 7D | -2.9% | +5.2% | -8.2% | -6.5% |
| 30D | -13.8% | -0.5% | -13.3% | -13.7% |
| 3M | -30.9% | -5.6% | -25.2% | -30.8% |
| 6M | -40.9% | +53.0% | -94.0% | -61.7% |
| YTD | -48.5% | +68.8% | -117.3% | -69.5% |
| 1Y | -50.9% | +105.7% | -156.6% | -75.3% |
| All | -18.7% | +235.9% | -254.6% | -79.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling