+13.6%
QCOM vs SOXQ
+96.6%
-83.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +2.0% |
| 7D | +4.9% | +2.3% | +2.6% | +3.3% |
| 30D | +9.3% | -3.9% | +13.2% | +11.8% |
| 3M | -7.0% | -4.7% | -2.3% | -5.0% |
| 6M | +32.0% | +47.9% | -15.9% | +8.6% |
| YTD | +5.0% | +64.3% | -59.3% | -20.1% |
| 1Y | +13.6% | +95.7% | -82.1% | -20.9% |
| All | +13.6% | +96.6% | -83.0% | -20.9% |
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