+58.9%
TXN vs SOXQ
+279.9%
-221.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.6% | +0.6% |
| 7D | +2.0% | +2.3% | -0.4% | +0.5% |
| 30D | -8.0% | -3.9% | -4.1% | -5.7% |
| 3M | -7.8% | -4.7% | -3.0% | -5.5% |
| 6M | +32.4% | +47.9% | -15.5% | +2.2% |
| YTD | +51.7% | +64.3% | -12.6% | +9.0% |
| 1Y | +44.3% | +95.7% | -51.4% | -8.2% |
| 3Y | +71.3% | +231.5% | -160.2% | -25.8% |
| 5Y | +56.4% | +255.0% | -198.6% | -37.3% |
| All | +58.9% | +279.9% | -221.0% | -36.9% |
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