+80.1%
SLB vs SOXQ
+279.9%
-199.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -1.1% |
| 7D | -2.4% | +2.3% | -4.8% | -3.1% |
| 30D | +4.9% | -3.9% | +8.8% | +5.9% |
| 3M | +1.4% | -4.7% | +6.2% | +1.1% |
| 6M | +17.6% | +47.9% | -30.2% | +1.8% |
| YTD | +48.3% | +64.3% | -16.0% | +24.0% |
| 1Y | +58.7% | +95.7% | -37.0% | +24.9% |
| 3Y | +0.6% | +231.5% | -231.0% | -34.7% |
| 5Y | +133.6% | +255.0% | -121.4% | +39.6% |
| All | +80.1% | +279.9% | -199.8% | +7.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling