+16.5%
ORCL vs SOXQ
+201.0%
-184.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +5.7% | +3.1% | +5.5% |
| 7D | +3.8% | +2.9% | +0.9% | +1.9% |
| 30D | -6.6% | -13.6% | +7.1% | +1.6% |
| 3M | -11.4% | -12.5% | +1.1% | -4.4% |
| 6M | -33.3% | -12.4% | -20.9% | -29.9% |
| YTD | -33.3% | +49.6% | -82.8% | -49.9% |
| 1Y | -44.9% | +52.0% | -96.9% | -59.0% |
| All | +16.5% | +201.0% | -184.5% | -40.0% |
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 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