-81.0%
PYPL vs SOXQ
+251.3%
-332.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.6% | +4.8% | +3.3% |
| 7D | -5.9% | +2.3% | -8.3% | -7.0% |
| 30D | -9.4% | -3.9% | -5.5% | -8.0% |
| 3M | +31.3% | -4.7% | +36.0% | +29.5% |
| 6M | +19.1% | +47.9% | -28.8% | -9.0% |
| YTD | -7.9% | +64.3% | -72.2% | -33.9% |
| 1Y | -17.9% | +95.7% | -113.6% | -47.0% |
| 3Y | -11.6% | +231.5% | -243.1% | -62.6% |
| 5Y | -81.0% | +255.0% | -336.0% | -93.0% |
| All | -81.0% | +251.3% | -332.4% | -93.0% |
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