-16.3%
ORLY vs SOXQ
+111.3%
-127.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.4% | -2.8% | +0.9% |
| 7D | -0.7% | +2.3% | -3.0% | -0.4% |
| 30D | -5.9% | -2.3% | -3.7% | -6.1% |
| 3M | -0.6% | -13.8% | +13.2% | -1.5% |
| 6M | -6.8% | +48.6% | -55.4% | -4.9% |
| YTD | -3.6% | +66.0% | -69.6% | +0.4% |
| 1Y | -16.3% | +107.9% | -124.2% | -3.9% |
| All | -16.3% | +111.3% | -127.7% | -3.9% |
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