+105.2%
TQQQ vs SOXQ
+258.1%
-152.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.8% | -0.2% |
| 7D | -1.9% | +0.8% | -2.7% | -3.1% |
| 30D | -4.9% | -4.6% | -0.3% | +1.8% |
| 3M | -6.4% | -10.2% | +3.8% | +8.0% |
| 6M | +44.4% | +49.7% | -5.3% | -29.3% |
| YTD | +35.2% | +67.2% | -32.1% | -45.6% |
| 1Y | +49.5% | +98.0% | -48.5% | -54.9% |
| 3Y | +250.7% | +237.2% | +13.6% | -57.8% |
| All | +105.2% | +258.1% | -152.9% | -72.3% |
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