-99.8%
SOXS vs SOXQ
+111.3%
-211.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +3.4% | -13.5% | +0.7% |
| 7D | -7.0% | +2.3% | -9.3% | +1.3% |
| 30D | +2.8% | -2.3% | +5.0% | +0.9% |
| 3M | -9.8% | -13.8% | +3.9% | +0.6% |
| 6M | -99.2% | +48.6% | -147.8% | -75.8% |
| YTD | -99.5% | +66.0% | -165.5% | -76.7% |
| 1Y | -99.8% | +107.9% | -207.6% | -76.6% |
| All | -99.8% | +111.3% | -211.1% | -76.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling