+34.0%
XHB vs SOXQ
+258.1%
-224.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +0.9% |
| 7D | -4.6% | +0.8% | -5.4% | -4.9% |
| 30D | -9.1% | -4.6% | -4.6% | -7.6% |
| 3M | -8.6% | -10.2% | +1.6% | -6.1% |
| 6M | -4.0% | +49.7% | -53.7% | -22.0% |
| YTD | -3.9% | +67.2% | -71.2% | -26.1% |
| 1Y | -16.5% | +98.0% | -114.5% | -41.1% |
| 3Y | +22.6% | +237.2% | -214.6% | -38.2% |
| All | +34.0% | +258.1% | -224.1% | -37.8% |
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