+2,550.6%
SOXX vs TSCO
+21,774.0%
-19,223.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.4% |
| 7D | +1.4% | -5.7% | +7.0% | +3.5% |
| 30D | -3.6% | -8.8% | +5.2% | -0.5% |
| 3M | -10.2% | +6.3% | -16.5% | -12.7% |
| 6M | +54.2% | -32.3% | +86.5% | +74.6% |
| YTD | +75.2% | -32.7% | +107.9% | +97.8% |
| 1Y | +107.5% | -43.7% | +151.2% | +149.8% |
| 3Y | +226.8% | -19.7% | +246.4% | +238.0% |
| 5Y | +251.2% | -11.6% | +262.8% | +246.4% |
| 10Y | +1,567.6% | +184.1% | +1,383.6% | +931.6% |
| All | +2,550.6% | +21,774.0% | -19,223.4% | +274.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TSCO.
Daily Out/Under-Performance
Portfolio return minus TSCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSCO 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 TSCO 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