-0.4%
SBUX vs SOXQ
+279.9%
-280.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | 0.0% |
| 7D | -6.2% | +2.3% | -8.6% | -7.0% |
| 30D | -6.4% | -3.9% | -2.5% | -5.4% |
| 3M | +1.0% | -4.7% | +5.8% | +0.5% |
| 6M | -0.4% | +47.9% | -48.3% | -17.3% |
| YTD | +20.0% | +64.3% | -44.4% | -4.8% |
| 1Y | +22.8% | +95.7% | -72.9% | -9.9% |
| 3Y | +12.3% | +231.5% | -219.2% | -37.9% |
| 5Y | -6.4% | +255.0% | -261.4% | -51.6% |
| All | -0.4% | +279.9% | -280.3% | -49.0% |
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