+100.7%
ROST vs SOXQ
+232.9%
-132.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.8% | +0.6% | +2.0% |
| 7D | +0.2% | +0.8% | -0.5% | +0.1% |
| 30D | -6.9% | -4.6% | -2.3% | -6.2% |
| 3M | -3.3% | -10.2% | +6.8% | -2.2% |
| 6M | +9.0% | +49.7% | -40.6% | -2.6% |
| YTD | +28.9% | +67.2% | -38.4% | +12.0% |
| 1Y | +54.0% | +98.0% | -44.0% | +28.2% |
| 3Y | +100.7% | +237.2% | -136.4% | +39.6% |
| All | +100.7% | +232.9% | -132.2% | +39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling