+78.9%
UBER vs SOXQ
+258.1%
-179.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -2.1% |
| 7D | -5.4% | +0.8% | -6.2% | -5.9% |
| 30D | -4.9% | -4.6% | -0.3% | -3.1% |
| 3M | +3.0% | -10.2% | +13.2% | +5.2% |
| 6M | -4.4% | +49.7% | -54.1% | -30.0% |
| YTD | -12.3% | +67.2% | -79.5% | -40.7% |
| 1Y | -24.3% | +98.0% | -122.3% | -54.5% |
| 3Y | +46.4% | +237.2% | -190.7% | -44.9% |
| All | +78.9% | +258.1% | -179.2% | -34.8% |
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