+5.7%
XLP vs SOXQ
+105.6%
-99.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.5% | -1.1% |
| 7D | -2.9% | +5.2% | -8.1% | -2.3% |
| 30D | -2.2% | -0.5% | -1.7% | -2.2% |
| 3M | -0.6% | -5.6% | +5.1% | -0.8% |
| 6M | -2.2% | +53.0% | -55.2% | +0.3% |
| YTD | +8.3% | +68.8% | -60.5% | +12.4% |
| 1Y | +5.7% | +105.7% | -100.0% | +16.1% |
| All | +5.7% | +105.6% | -99.9% | +16.1% |
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