-99.8%
SOXS vs QQQM
+26.6%
-126.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +0.2% | -10.4% | -9.0% |
| 7D | -7.0% | +0.4% | -7.3% | -4.6% |
| 30D | +2.8% | +0.2% | +2.6% | +6.8% |
| 3M | -9.8% | -2.8% | -7.1% | +15.0% |
| 6M | -99.2% | +18.1% | -117.3% | -90.2% |
| YTD | -99.5% | +17.4% | -116.9% | -93.7% |
| 1Y | -99.8% | +25.7% | -125.4% | -95.7% |
| All | -99.8% | +26.6% | -126.4% | -95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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