+43.2%
XLP vs SOXQ
+190.9%
-147.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.1% |
| 7D | +2.3% | -5.7% | +8.0% | +2.1% |
| 30D | +9.1% | -20.5% | +29.6% | +8.1% |
| 3M | +7.9% | -16.6% | +24.5% | +7.1% |
| 6M | +9.6% | -15.0% | +24.6% | +8.7% |
| YTD | +19.4% | +41.5% | -22.0% | +17.8% |
| 1Y | +22.4% | +40.2% | -17.8% | +20.7% |
| 3Y | +43.2% | +183.0% | -139.8% | +33.8% |
| All | +43.2% | +190.9% | -147.7% | +33.8% |
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 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