-31.5%
XYL vs SOXQ
+45.5%
-77.0%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.1% | +8.1% | +5.1% |
| 7D | +14.5% | -12.1% | +26.6% | +15.3% |
| 30D | -1.3% | -22.0% | +20.7% | +0.7% |
| 3M | -17.0% | -15.6% | -1.4% | -16.1% |
| 6M | -11.3% | -2.4% | -9.0% | -15.3% |
| YTD | -25.0% | +45.4% | -70.3% | -36.2% |
| 1Y | -31.5% | +47.7% | -79.2% | -41.9% |
| All | -31.5% | +45.5% | -77.0% | -41.9% |
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