-12.6%
ROP vs SOXQ
+286.7%
-299.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.3% |
| 7D | -4.6% | +0.8% | -5.4% | -4.7% |
| 30D | -1.7% | -4.6% | +2.9% | -1.1% |
| 3M | +17.1% | -10.2% | +27.2% | +17.8% |
| 6M | +10.9% | +49.7% | -38.8% | -1.4% |
| YTD | -12.1% | +67.2% | -79.3% | -24.3% |
| 1Y | -24.2% | +98.0% | -122.3% | -37.9% |
| 3Y | -20.4% | +237.2% | -257.5% | -46.4% |
| 5Y | -15.4% | +261.3% | -276.7% | -46.5% |
| All | -12.6% | +286.7% | -299.2% | -45.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling