+895.8%
STX vs SOXQ
+286.7%
+609.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.8% | -5.5% | -5.1% |
| 7D | -2.3% | +0.8% | -3.0% | -2.8% |
| 30D | -5.5% | -4.6% | -0.9% | -1.7% |
| 3M | -4.3% | -10.2% | +5.9% | +4.9% |
| 6M | +115.6% | +49.7% | +65.9% | +64.8% |
| YTD | +202.2% | +67.2% | +134.9% | +116.8% |
| 1Y | +325.3% | +98.0% | +227.3% | +175.4% |
| 3Y | +1,283.9% | +237.2% | +1,046.8% | +501.4% |
| 5Y | +1,048.3% | +261.3% | +787.0% | +347.1% |
| All | +895.8% | +286.7% | +609.2% | +271.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling