+25.6%
QQQ vs SOXS
-99.8%
+125.4%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -10.2% | +10.4% | -0.8% |
| 7D | +0.4% | -7.0% | +7.3% | -0.2% |
| 30D | +0.2% | +2.8% | -2.6% | +0.9% |
| 3M | -2.8% | -9.8% | +7.0% | +0.7% |
| 6M | +18.0% | -99.2% | +117.2% | -7.4% |
| YTD | +17.3% | -99.5% | +116.8% | -12.8% |
| 1Y | +25.6% | -99.8% | +125.4% | -11.5% |
| All | +25.6% | -99.8% | +125.4% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXS.
Daily Out/Under-Performance
Portfolio return minus SOXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXS 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 1y: compounded portfolio wealth divided by compounded SOXS 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…
1y analysis · Full analysis span regression · 6 months rolling