+59.6%
TXN vs SOXQ
+258.1%
-198.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.8% | +2.0% | +2.7% |
| 7D | +4.0% | +0.8% | +3.2% | +3.5% |
| 30D | -2.9% | -4.6% | +1.7% | 0.0% |
| 3M | -9.1% | -10.2% | +1.1% | -3.2% |
| 6M | +36.6% | +49.7% | -13.0% | +4.5% |
| YTD | +57.5% | +67.2% | -9.8% | +11.7% |
| 1Y | +49.5% | +98.0% | -48.5% | -5.8% |
| 3Y | +76.5% | +237.2% | -160.6% | -24.8% |
| All | +59.6% | +258.1% | -198.5% | -37.7% |
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