+12.3%
QQQ vs SOXS
-91.4%
+103.6%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.8% | -7.8% | +2.1% |
| 7D | -4.6% | +46.7% | -51.3% | +0.7% |
| 30D | -8.5% | +97.0% | -105.5% | +1.1% |
| 3M | -4.3% | +39.5% | -43.9% | +2.6% |
| 6M | +3.1% | -54.9% | +58.0% | +2.2% |
| YTD | +13.0% | -90.4% | +103.4% | -6.5% |
| 1Y | +12.3% | -91.6% | +103.9% | -8.0% |
| All | +12.3% | -91.4% | +103.6% | -8.0% |
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