+116.1%
QQQ vs SOXQ
+286.7%
-170.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | -0.1% |
| 7D | -0.6% | +0.8% | -1.3% | -1.0% |
| 30D | -1.2% | -4.6% | +3.4% | +1.0% |
| 3M | -0.2% | -10.2% | +10.0% | +3.9% |
| 6M | +17.9% | +49.7% | -31.8% | -8.5% |
| YTD | +16.6% | +67.2% | -50.6% | -15.4% |
| 1Y | +23.0% | +98.0% | -75.0% | -19.6% |
| 3Y | +92.9% | +237.2% | -144.2% | -12.8% |
| 5Y | +95.6% | +261.3% | -165.7% | -17.7% |
| All | +116.1% | +286.7% | -170.6% | -10.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling