+43.5%
QCOM vs SOXQ
+231.9%
-188.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.5% | +0.8% | +0.2% |
| 7D | +4.3% | +8.2% | -3.9% | -2.5% |
| 30D | -0.1% | -13.2% | +13.1% | +11.3% |
| 3M | +5.2% | -18.5% | +23.8% | +22.5% |
| 6M | -18.4% | -15.4% | -2.9% | -9.3% |
| YTD | +2.4% | +43.6% | -41.2% | -28.0% |
| 1Y | +0.9% | +49.2% | -48.4% | -31.7% |
| 3Y | +48.4% | +190.2% | -141.8% | -46.4% |
| 5Y | +16.6% | +178.2% | -161.6% | -56.4% |
| All | +43.5% | +231.9% | -188.4% | -52.7% |
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 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