-11.8%
CAG vs SOXQ
+111.3%
-123.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.4% | -4.3% | -0.2% |
| 7D | -3.8% | +2.3% | -6.1% | -3.3% |
| 30D | +3.1% | -2.3% | +5.4% | +2.8% |
| 3M | +23.5% | -13.8% | +37.2% | +20.4% |
| 6M | -14.8% | +48.6% | -63.5% | -8.8% |
| YTD | -5.4% | +66.0% | -71.4% | +3.2% |
| 1Y | -11.8% | +107.9% | -119.7% | -7.1% |
| All | -11.8% | +111.3% | -123.1% | -7.1% |
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