+0.4%
SPGI vs SOXQ
+45.6%
-45.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.5% | +0.6% |
| 7D | +1.2% | +8.2% | -6.9% | +2.5% |
| 30D | +15.9% | -13.2% | +29.1% | +13.6% |
| 3M | +12.3% | -18.5% | +30.8% | +9.2% |
| 6M | +23.7% | -15.4% | +39.1% | +19.9% |
| YTD | -3.5% | +43.6% | -47.1% | -6.9% |
| 1Y | +0.4% | +49.2% | -48.8% | -2.8% |
| All | +0.4% | +45.6% | -45.2% | -2.8% |
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