+60.2%
SCHD vs SOXQ
+258.1%
-198.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | +0.1% |
| 7D | -2.0% | +0.8% | -2.7% | -2.1% |
| 30D | -0.4% | -4.6% | +4.2% | +0.3% |
| 3M | +5.7% | -10.2% | +15.9% | +6.8% |
| 6M | +11.9% | +49.7% | -37.8% | +0.5% |
| YTD | +26.4% | +67.2% | -40.8% | +10.4% |
| 1Y | +27.6% | +98.0% | -70.4% | +6.5% |
| 3Y | +54.9% | +237.2% | -182.2% | +7.3% |
| All | +60.2% | +258.1% | -198.0% | +2.8% |
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