-32.3%
TWLO vs SOXQ
+258.1%
-290.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.4% | -2.7% |
| 7D | -2.4% | +0.8% | -3.2% | -3.0% |
| 30D | -7.8% | -4.6% | -3.2% | -5.6% |
| 3M | +10.0% | -10.2% | +20.2% | +13.5% |
| 6M | +79.5% | +49.7% | +29.8% | +27.8% |
| YTD | +59.8% | +67.2% | -7.4% | +3.9% |
| 1Y | +121.7% | +98.0% | +23.7% | +27.0% |
| 3Y | +240.8% | +237.2% | +3.6% | +12.2% |
| All | -32.3% | +258.1% | -290.4% | -78.8% |
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