+99.4%
XBI vs SOXQ
+232.9%
-133.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.9% |
| 7D | -4.6% | +0.8% | -5.4% | -4.9% |
| 30D | -2.0% | -4.6% | +2.6% | -0.8% |
| 3M | +17.8% | -10.2% | +27.9% | +20.1% |
| 6M | +23.7% | +49.7% | -26.0% | +4.5% |
| YTD | +28.2% | +67.2% | -39.0% | +4.0% |
| 1Y | +64.0% | +98.0% | -34.0% | +24.6% |
| 3Y | +99.4% | +237.2% | -137.8% | +12.2% |
| All | +99.4% | +232.9% | -133.5% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling