+1,537.1%
SOXX vs C
+302.1%
+1,235.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.6% | +1.7% |
| 7D | +1.4% | +0.8% | +0.6% | +0.9% |
| 30D | -3.6% | +0.9% | -4.5% | -4.1% |
| 3M | -10.2% | +1.1% | -11.2% | -10.7% |
| 6M | +54.2% | +28.4% | +25.9% | +35.3% |
| YTD | +75.2% | +20.8% | +54.4% | +57.7% |
| 1Y | +107.5% | +43.4% | +64.1% | +70.3% |
| 3Y | +226.8% | +274.9% | -48.1% | +62.5% |
| 5Y | +251.2% | +136.7% | +114.5% | +115.7% |
| All | +1,537.1% | +302.1% | +1,235.0% | +721.2% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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