+25.2%
USFD vs SOXQ
+102.0%
-76.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.4% | -5.8% | -5.5% |
| 7D | -7.0% | +5.2% | -12.2% | -7.0% |
| 30D | -10.3% | -0.5% | -9.8% | -10.3% |
| 3M | +9.2% | -5.6% | +14.8% | +9.1% |
| 6M | +7.4% | +53.0% | -45.6% | +1.4% |
| YTD | +29.4% | +68.8% | -39.4% | +20.6% |
| All | +25.2% | +102.0% | -76.7% | +19.6% |
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