+32.1%
ORCL vs SOXQ
+235.9%
-203.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.8% |
| 7D | +10.9% | +5.2% | +5.7% | +7.9% |
| 30D | +7.0% | -0.5% | +7.5% | +7.3% |
| 3M | -21.2% | -5.6% | -15.6% | -20.3% |
| 6M | +7.4% | +53.0% | -45.6% | -19.6% |
| YTD | -16.3% | +68.8% | -85.0% | -41.4% |
| 1Y | -32.3% | +105.7% | -138.1% | -58.0% |
| All | +32.1% | +235.9% | -203.8% | -38.3% |
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 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