+11.6%
PLTR vs SOXQ
+111.3%
-99.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.4% | -7.8% | -5.5% |
| 7D | -6.4% | +2.3% | -8.8% | -7.1% |
| 30D | +10.0% | -2.3% | +12.3% | +10.6% |
| 3M | +23.0% | -13.8% | +36.8% | +25.2% |
| 6M | +13.8% | +48.6% | -34.8% | -15.4% |
| YTD | -1.9% | +66.0% | -67.9% | -34.4% |
| 1Y | +11.6% | +107.9% | -96.2% | -32.7% |
| All | +11.6% | +111.3% | -99.7% | -32.7% |
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