+11.5%
QQQ vs SOXX
+359.0%
-347.5%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +1.0% |
| 7D | -4.6% | +158.9% | -163.5% | -3.8% |
| 30D | -8.5% | +129.2% | -137.7% | -3.6% |
| 3M | -4.3% | +149.7% | -154.0% | -2.6% |
| 6M | +3.1% | +193.4% | -190.4% | -3.4% |
| YTD | +13.0% | +351.0% | -338.0% | -12.4% |
| All | +11.5% | +359.0% | -347.5% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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