+165.2%
XME vs SOXQ
+290.2%
-125.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.8% |
| 7D | -0.2% | +5.2% | -5.5% | -2.7% |
| 30D | +1.4% | -0.5% | +1.9% | +1.5% |
| 3M | +2.7% | -5.6% | +8.4% | +4.0% |
| 6M | +6.5% | +53.0% | -46.5% | -15.3% |
| YTD | +15.2% | +68.8% | -53.6% | -12.6% |
| 1Y | +43.5% | +105.7% | -62.2% | -1.2% |
| 3Y | +135.9% | +240.5% | -104.6% | +21.6% |
| 5Y | +181.5% | +266.8% | -85.3% | +28.9% |
| All | +165.2% | +290.2% | -125.0% | +19.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling