-28.0%
ORCL vs SOXQ
+111.3%
-139.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.4% | -0.3% | +1.4% |
| 7D | +5.3% | +2.3% | +2.9% | +4.1% |
| 30D | +10.0% | -2.3% | +12.2% | +11.1% |
| 3M | -32.6% | -13.8% | -18.8% | -28.1% |
| 6M | +4.9% | +48.6% | -43.7% | -23.4% |
| YTD | -17.8% | +66.0% | -83.7% | -46.5% |
| 1Y | -28.0% | +107.9% | -135.9% | -75.0% |
| All | -28.0% | +111.3% | -139.3% | -75.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling