-82.2%
OPEN vs SOXQ
+288.7%
-370.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -3.9% |
| 7D | +1.0% | +5.3% | -4.3% | -4.3% |
| 30D | -11.9% | -3.7% | -8.2% | -9.0% |
| 3M | -28.8% | -7.8% | -21.0% | -27.4% |
| 6M | -38.6% | +58.4% | -97.0% | -67.7% |
| YTD | -47.3% | +68.1% | -115.5% | -74.4% |
| 1Y | -49.2% | +105.4% | -154.5% | -80.6% |
| 3Y | -18.8% | +239.2% | -258.0% | -86.2% |
| 5Y | -83.6% | +266.9% | -350.5% | -97.1% |
| All | -82.2% | +288.7% | -370.9% | -97.0% |
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 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