+322.1%
SOXX vs RBLX
-29.5%
+351.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.5% | +1.6% |
| 7D | +1.4% | +5.1% | -3.7% | +0.5% |
| 30D | -3.6% | +28.0% | -31.6% | -8.0% |
| 3M | -10.2% | +4.6% | -14.8% | -12.6% |
| 6M | +54.2% | -24.7% | +78.9% | +58.0% |
| YTD | +75.2% | -43.8% | +119.1% | +88.6% |
| 1Y | +107.5% | -65.8% | +173.3% | +145.2% |
| 3Y | +226.8% | +59.4% | +167.4% | +174.6% |
| 5Y | +251.2% | -48.2% | +299.5% | +218.4% |
| All | +322.1% | -29.5% | +351.6% | +258.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBLX.
Daily Out/Under-Performance
Portfolio return minus RBLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBLX 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 RBLX 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