+165.8%
RTX vs SOXQ
+251.3%
-85.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +0.6% |
| 7D | -2.0% | +2.3% | -4.3% | -2.3% |
| 30D | -11.2% | -3.9% | -7.3% | -10.8% |
| 3M | +12.0% | -4.7% | +16.8% | +11.6% |
| 6M | -3.6% | +47.9% | -51.5% | -11.4% |
| YTD | +9.2% | +64.3% | -55.1% | -1.7% |
| 1Y | +29.7% | +95.7% | -66.0% | +13.0% |
| 3Y | +152.0% | +231.5% | -79.6% | +90.7% |
| 5Y | +165.8% | +255.0% | -89.2% | +94.4% |
| All | +165.8% | +251.3% | -85.6% | +94.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling