+114.2%
QQQ vs SOXQ
+279.9%
-165.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.6% | +0.3% |
| 7D | -1.3% | +2.3% | -3.6% | -2.5% |
| 30D | -1.4% | -3.9% | +2.5% | +0.5% |
| 3M | +2.3% | -4.7% | +7.0% | +3.1% |
| 6M | +16.9% | +47.9% | -31.0% | -8.8% |
| YTD | +15.6% | +64.3% | -48.7% | -15.4% |
| 1Y | +22.6% | +95.7% | -73.1% | -19.3% |
| 3Y | +93.5% | +231.5% | -138.0% | -11.8% |
| 5Y | +93.9% | +255.0% | -161.1% | -17.6% |
| All | +114.2% | +279.9% | -165.7% | -10.8% |
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