+62.9%
ORCL vs SOXQ
+231.9%
-169.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | +0.4% |
| 7D | +8.0% | +8.2% | -0.2% | +3.7% |
| 30D | -4.0% | -13.2% | +9.2% | +3.1% |
| 3M | -19.5% | -18.5% | -0.9% | -10.6% |
| 6M | -33.5% | -15.4% | -18.0% | -28.9% |
| YTD | -34.8% | +43.6% | -78.4% | -47.4% |
| 1Y | -41.6% | +49.2% | -90.9% | -53.7% |
| 3Y | +13.8% | +190.2% | -176.4% | -34.3% |
| 5Y | +43.4% | +178.2% | -134.8% | -19.4% |
| All | +62.9% | +231.9% | -169.0% | -9.3% |
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