+6.5%
ULTA vs SOXQ
+111.3%
-104.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.4% | -2.1% | +1.1% |
| 7D | +9.0% | +2.3% | +6.7% | +8.9% |
| 30D | +4.6% | -2.3% | +6.8% | +4.6% |
| 3M | +22.0% | -13.8% | +35.7% | +22.9% |
| 6M | -14.7% | +48.6% | -63.3% | -22.3% |
| YTD | -6.8% | +66.0% | -72.7% | -17.2% |
| 1Y | +6.5% | +107.9% | -101.3% | -8.7% |
| All | +6.5% | +111.3% | -104.8% | -8.7% |
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 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