+42.1%
UBER vs SOXQ
+290.2%
-248.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -3.0% |
| 7D | -7.0% | +5.2% | -12.3% | -9.4% |
| 30D | -8.9% | -0.5% | -8.4% | -9.1% |
| 3M | +1.0% | -5.6% | +6.6% | +0.2% |
| 6M | -3.7% | +53.0% | -56.8% | -30.1% |
| YTD | -13.0% | +68.8% | -81.8% | -41.2% |
| 1Y | -25.5% | +105.7% | -131.3% | -56.0% |
| 3Y | +50.5% | +240.5% | -190.0% | -42.7% |
| 5Y | +76.2% | +266.8% | -190.6% | -36.7% |
| All | +42.1% | +290.2% | -248.1% | -49.7% |
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 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