+1,092.8%
STX vs SOXQ
+251.3%
+841.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.6% | 0.0% | -0.7% |
| 7D | +8.0% | +2.3% | +5.7% | +6.3% |
| 30D | +5.1% | -3.9% | +9.0% | +8.9% |
| 3M | +5.8% | -4.7% | +10.5% | +11.3% |
| 6M | +124.9% | +47.9% | +77.1% | +73.6% |
| YTD | +213.9% | +64.3% | +149.6% | +128.4% |
| 1Y | +350.4% | +95.7% | +254.7% | +194.8% |
| 3Y | +1,314.2% | +231.5% | +1,082.7% | +523.2% |
| 5Y | +1,092.8% | +255.0% | +837.8% | +369.0% |
| All | +1,092.8% | +251.3% | +841.5% | +369.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling