-51.0%
RBLX vs SOXQ
+286.7%
-337.6%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +0.2% |
| 7D | +5.1% | +0.8% | +4.3% | +4.5% |
| 30D | +28.0% | -4.6% | +32.6% | +31.5% |
| 3M | +4.6% | -10.2% | +14.8% | +8.1% |
| 6M | -24.7% | +49.7% | -74.3% | -49.0% |
| YTD | -43.8% | +67.2% | -111.1% | -65.1% |
| 1Y | -65.8% | +98.0% | -163.8% | -81.7% |
| 3Y | +59.4% | +237.2% | -177.8% | -55.1% |
| 5Y | -48.2% | +261.3% | -309.5% | -85.4% |
| All | -51.0% | +286.7% | -337.6% | -86.9% |
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 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