+7.2%
XYZ vs SOXQ
+96.6%
-89.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | +0.3% |
| 7D | -5.2% | +2.3% | -7.5% | -5.8% |
| 30D | 0.0% | -3.9% | +3.9% | +0.9% |
| 3M | +18.7% | -4.7% | +23.4% | +16.8% |
| 6M | +20.5% | +47.9% | -27.4% | -4.7% |
| YTD | +21.5% | +64.3% | -42.8% | -9.6% |
| 1Y | +7.2% | +95.7% | -88.5% | -27.8% |
| All | +7.2% | +96.6% | -89.4% | -27.8% |
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