+49.5%
TXN vs SOXQ
+98.3%
-48.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.8% | +2.0% | +2.8% |
| 7D | +4.0% | +0.8% | +3.2% | +3.5% |
| 30D | -2.9% | -4.6% | +1.7% | -0.2% |
| 3M | -9.1% | -10.2% | +1.1% | -3.2% |
| 6M | +36.6% | +49.7% | -13.0% | +11.6% |
| YTD | +57.5% | +67.2% | -9.8% | +22.2% |
| 1Y | +49.5% | +98.0% | -48.5% | +6.4% |
| All | +49.5% | +98.3% | -48.8% | +6.4% |
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