+127.5%
XOP vs SOXQ
+286.7%
-159.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.6% | -0.3% |
| 7D | +2.6% | +0.8% | +1.9% | +2.4% |
| 30D | +9.6% | -4.6% | +14.2% | +10.8% |
| 3M | +20.4% | -10.2% | +30.5% | +22.1% |
| 6M | +19.9% | +49.7% | -29.8% | +1.3% |
| YTD | +56.4% | +67.2% | -10.8% | +26.3% |
| 1Y | +52.4% | +98.0% | -45.6% | +14.8% |
| 3Y | +39.9% | +237.2% | -197.3% | -18.2% |
| 5Y | +163.7% | +261.3% | -97.6% | +43.7% |
| All | +127.5% | +286.7% | -159.2% | +24.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling