-30.6%
SPXU vs SOXQ
+45.5%
-76.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.1% | -1.8% | -6.8% |
| 7D | +2.2% | -12.1% | +14.3% | -5.3% |
| 30D | +3.8% | -22.0% | +25.8% | -10.0% |
| 3M | +3.3% | -15.6% | +18.9% | -5.3% |
| 6M | -16.7% | -2.4% | -14.3% | -7.7% |
| YTD | -28.6% | +45.4% | -74.0% | +17.1% |
| 1Y | -30.6% | +47.7% | -78.2% | +17.7% |
| All | -30.6% | +45.5% | -76.0% | +17.7% |
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