+40.4%
QCOM vs SOXQ
+283.8%
-243.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.4% | -3.3% | -2.6% |
| 7D | +3.3% | +2.3% | +1.0% | +1.3% |
| 30D | +7.7% | -2.3% | +10.0% | +9.3% |
| 3M | -30.1% | -13.8% | -16.3% | -22.4% |
| 6M | +22.8% | +48.6% | -25.8% | -13.7% |
| YTD | +0.2% | +66.0% | -65.8% | -36.7% |
| 1Y | +7.9% | +107.9% | -100.0% | -44.5% |
| 3Y | +55.8% | +224.1% | -168.3% | -47.8% |
| 5Y | +30.1% | +256.6% | -226.5% | -59.8% |
| All | +40.4% | +283.8% | -243.4% | -58.5% |
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