-52.9%
ORCL vs SOXQ
+96.6%
-149.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.6% | -2.7% | -4.1% |
| 7D | -0.7% | +2.3% | -3.0% | -1.7% |
| 30D | +5.1% | -3.9% | +9.0% | +7.1% |
| 3M | -23.7% | -4.7% | -19.0% | -23.5% |
| 6M | +3.1% | +47.9% | -44.8% | -20.9% |
| YTD | -20.8% | +64.3% | -85.1% | -44.3% |
| 1Y | -52.9% | +95.7% | -148.6% | -71.4% |
| All | -52.9% | +96.6% | -149.5% | -71.4% |
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