+70.4%
QCOM vs SOXQ
+235.9%
-165.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +1.0% | +1.0% |
| 7D | +4.4% | +5.2% | -0.9% | +0.4% |
| 30D | +9.4% | -0.5% | +9.9% | +9.3% |
| 3M | -13.7% | -5.6% | -8.0% | -11.2% |
| 6M | +28.9% | +53.0% | -24.1% | -7.6% |
| YTD | +4.7% | +68.8% | -64.0% | -31.3% |
| 1Y | +13.5% | +105.7% | -92.2% | -37.1% |
| All | +70.4% | +235.9% | -165.5% | -37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling