+80.9%
TSLA vs SOXQ
+290.2%
-209.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.4% |
| 7D | +3.0% | +5.2% | -2.2% | -1.4% |
| 30D | +11.2% | -0.5% | +11.7% | +11.0% |
| 3M | -7.3% | -5.6% | -1.7% | -5.8% |
| 6M | -7.7% | +53.0% | -60.8% | -39.7% |
| YTD | -18.2% | +68.8% | -87.0% | -51.6% |
| 1Y | +6.0% | +105.7% | -99.7% | -48.0% |
| 3Y | +48.0% | +240.5% | -192.5% | -55.9% |
| 5Y | +46.2% | +266.8% | -220.6% | -57.5% |
| All | +80.9% | +290.2% | -209.3% | -48.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling