+96.1%
SHOP vs SOXQ
+227.1%
-131.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | +1.2% |
| 7D | -13.2% | +2.3% | -15.5% | -14.4% |
| 30D | -17.0% | -3.9% | -13.1% | -15.6% |
| 3M | +17.0% | -4.7% | +21.7% | +14.2% |
| 6M | -2.1% | +47.9% | -50.0% | -33.5% |
| YTD | -21.4% | +64.3% | -85.7% | -51.1% |
| 1Y | -11.0% | +95.7% | -106.7% | -51.7% |
| All | +96.1% | +227.1% | -131.0% | -46.0% |
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 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