-4.9%
XRT vs SOXQ
+286.7%
-291.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +0.7% |
| 7D | -3.2% | +0.8% | -4.0% | -3.5% |
| 30D | -4.5% | -4.6% | +0.1% | -3.0% |
| 3M | -3.1% | -10.2% | +7.1% | -1.1% |
| 6M | +4.2% | +49.7% | -45.4% | -16.4% |
| YTD | -0.1% | +67.2% | -67.3% | -24.3% |
| 1Y | -3.0% | +98.0% | -101.1% | -32.7% |
| 3Y | +41.8% | +237.2% | -195.4% | -30.7% |
| 5Y | -1.3% | +261.3% | -262.6% | -55.3% |
| All | -4.9% | +286.7% | -291.5% | -57.5% |
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