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  • PLUG vs SOXQ✓SelectedUSD · SOXQPLUG vs SOXQ performance historyLatest closeAs of-10.48%11/13
Stock and ETF performance explorer

PLUG vs SOXQ

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-96.5%
SOXQ return
+231.9%
Excess return
-328.4%
Maximum drawdown
-98.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSOXQExcessAlpha
1D-10.5%-3.5%-7.0%-7.4%
7D-23.4%+8.2%-31.6%-28.7%
30D-23.4%-13.2%-10.3%-14.1%
3M-51.7%-18.5%-33.2%-42.8%
6M-72.0%-15.4%-56.5%-69.1%
YTD-43.7%+43.6%-87.2%-63.0%
1Y-55.4%+49.2%-104.7%-72.1%
3Y-68.0%+190.2%-258.2%-90.7%
5Y-97.4%+178.2%-275.6%-99.2%
All-96.5%+231.9%-328.4%-99.1%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling