+10.6%
XLK vs SOXQ
+29.4%
-18.8%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -12.1% | +4.1% | -1.4% |
| 7D | -14.0% | -21.6% | +7.6% | -1.9% |
| 30D | -19.6% | -31.7% | +12.1% | -1.5% |
| 3M | -12.6% | -24.8% | +12.2% | +1.4% |
| 6M | -1.7% | -17.7% | +15.9% | +6.4% |
| YTD | +13.2% | +27.7% | -14.5% | -5.3% |
| 1Y | +10.6% | +26.0% | -15.4% | -7.0% |
| All | +10.6% | +29.4% | -18.8% | -7.0% |
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