+33.6%
TSLA vs SOXQ
+232.9%
-199.3%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | -0.8% |
| 7D | +3.2% | +0.8% | +2.5% | +2.6% |
| 30D | +11.6% | -4.6% | +16.2% | +14.9% |
| 3M | -8.4% | -10.2% | +1.7% | -3.3% |
| 6M | -10.4% | +49.7% | -60.1% | -38.3% |
| YTD | -18.7% | +67.2% | -86.0% | -49.6% |
| 1Y | -0.9% | +98.0% | -98.9% | -47.3% |
| 3Y | +33.6% | +237.2% | -203.6% | -56.6% |
| All | +33.6% | +232.9% | -199.3% | -56.6% |
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