+52.5%
SOXX vs STX
+119.7%
-67.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -8.1% | +5.0% | +0.4% |
| 7D | -13.7% | -20.2% | +6.5% | -5.0% |
| 30D | -23.6% | -37.2% | +13.6% | -7.4% |
| 3M | -16.9% | -34.1% | +17.2% | -2.8% |
| 6M | -2.4% | -24.5% | +22.0% | +8.9% |
| YTD | +49.8% | +102.9% | -53.1% | +16.2% |
| 1Y | +52.5% | +123.8% | -71.3% | +13.2% |
| All | +52.5% | +119.7% | -67.2% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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