-79.9%
SPXU vs SOXQ
+232.9%
-312.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -0.8% |
| 7D | +2.5% | +0.8% | +1.7% | +3.2% |
| 30D | +4.2% | -4.6% | +8.8% | +0.2% |
| 3M | -9.3% | -10.2% | +0.9% | -15.0% |
| 6M | -30.7% | +49.7% | -80.4% | +14.9% |
| YTD | -28.1% | +67.2% | -95.4% | +36.1% |
| 1Y | -35.2% | +98.0% | -133.3% | +51.5% |
| 3Y | -79.9% | +237.2% | -317.1% | +20.9% |
| All | -79.9% | +232.9% | -312.8% | +20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling