-4.9%
SHOP vs SOXQ
+45.5%
-50.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.1% | +10.5% | +7.7% |
| 7D | -9.0% | -12.1% | +3.1% | -7.7% |
| 30D | -4.4% | -22.0% | +17.6% | -1.9% |
| 3M | +24.1% | -15.6% | +39.7% | +26.3% |
| 6M | +20.0% | -2.4% | +22.3% | +10.8% |
| YTD | -4.9% | +45.4% | -50.3% | -31.4% |
| 1Y | -4.9% | +47.7% | -52.6% | -33.0% |
| All | -4.9% | +45.5% | -50.4% | -33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling