-50.0%
OUST vs SOXQ
+171.5%
-221.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +7.0% | +3.8% | +2.6% |
| 7D | +36.7% | -2.9% | +39.5% | +40.4% |
| 30D | -3.3% | -20.1% | +16.8% | +26.2% |
| 3M | -11.1% | -18.6% | +7.5% | +14.6% |
| 6M | +53.1% | -14.6% | +67.7% | +96.2% |
| YTD | +78.2% | +42.1% | +36.2% | +30.9% |
| 1Y | +50.0% | +45.2% | +4.9% | +8.1% |
| 3Y | +836.2% | +195.3% | +640.9% | +189.1% |
| 5Y | -50.0% | +174.8% | -224.8% | -83.6% |
| All | -50.0% | +171.5% | -221.4% | -83.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling