+147.9%
OXY vs SOXQ
+258.1%
-110.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.2% |
| 7D | +2.8% | +0.8% | +2.1% | +2.7% |
| 30D | +5.5% | -4.6% | +10.0% | +6.3% |
| 3M | +11.3% | -10.2% | +21.5% | +12.5% |
| 6M | +11.6% | +49.7% | -38.1% | -1.7% |
| YTD | +51.6% | +67.2% | -15.7% | +28.8% |
| 1Y | +36.2% | +98.0% | -61.8% | +9.3% |
| 3Y | +1.7% | +237.2% | -235.4% | -33.8% |
| All | +147.9% | +258.1% | -110.2% | +53.3% |
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 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