+287.6%
SOXQ vs SPY
+93.8%
+193.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +2.3% |
| 7D | +5.3% | +0.5% | +4.7% | +4.2% |
| 30D | -3.7% | -0.9% | -2.8% | -2.1% |
| 3M | -7.8% | +3.9% | -11.7% | -12.9% |
| 6M | +58.4% | +14.5% | +43.9% | +27.9% |
| YTD | +68.1% | +12.9% | +55.2% | +39.6% |
| 1Y | +105.4% | +19.4% | +86.0% | +56.4% |
| 3Y | +239.2% | +78.5% | +160.8% | +40.7% |
| 5Y | +266.9% | +81.8% | +185.2% | +56.2% |
| All | +287.6% | +93.8% | +193.8% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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