+30.8%
SOXX vs SOXQ
+29.4%
+1.4%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | -12.1% | -58.6% | -58.0% |
| 7D | -23.0% | -21.6% | -1.4% | +20.9% |
| 30D | -32.9% | -31.7% | -1.2% | +21.4% |
| 3M | -25.3% | -24.8% | -0.5% | +22.3% |
| 6M | -17.8% | -17.7% | -0.1% | +23.2% |
| YTD | +32.1% | +27.7% | +4.4% | +27.9% |
| 1Y | +30.8% | +26.0% | +4.8% | +28.3% |
| All | +30.8% | +29.4% | +1.4% | +28.3% |
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