+64.3%
TWLO vs SOXQ
+45.5%
+18.8%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.6% |
| 7D | -15.9% | -12.1% | -3.8% | -13.2% |
| 30D | -29.0% | -22.0% | -7.0% | -25.5% |
| 3M | +10.0% | -15.6% | +25.6% | +14.1% |
| 6M | +12.6% | -2.4% | +14.9% | +12.1% |
| YTD | +50.1% | +45.4% | +4.7% | +35.1% |
| 1Y | +64.3% | +47.7% | +16.6% | +46.6% |
| All | +64.3% | +45.5% | +18.8% | +46.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling