-91.6%
SOXS vs QQQI
+8.3%
-100.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.0% | +7.8% | +15.8% |
| 7D | +46.7% | -4.2% | +50.9% | +11.0% |
| 30D | +97.0% | -7.1% | +104.0% | +28.0% |
| 3M | +39.5% | -2.7% | +42.2% | +34.6% |
| 6M | -54.9% | +2.0% | -56.9% | -9.3% |
| YTD | -90.4% | +8.2% | -98.6% | -67.6% |
| 1Y | -91.6% | +8.9% | -100.5% | -68.6% |
| All | -91.6% | +8.3% | -100.0% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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