+14.1%
XLRE vs SOXQ
+47.3%
-33.1%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.1% | +6.4% | +3.2% |
| 7D | +7.1% | -12.1% | +19.2% | +6.7% |
| 30D | +10.9% | -22.0% | +33.0% | +10.4% |
| 3M | +0.7% | -15.6% | +16.3% | +0.4% |
| 6M | +4.1% | -2.4% | +6.5% | +1.4% |
| YTD | +14.5% | +45.4% | -30.9% | +7.9% |
| All | +14.1% | +47.3% | -33.1% | +7.7% |
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