-43.5%
CAG vs SOXQ
+258.1%
-301.6%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -0.6% |
| 7D | -5.7% | +0.8% | -6.4% | -5.6% |
| 30D | -2.4% | -4.6% | +2.2% | -2.7% |
| 3M | +9.8% | -10.2% | +20.0% | +9.3% |
| 6M | -10.8% | +49.7% | -60.5% | -9.2% |
| YTD | -10.8% | +67.2% | -78.1% | -8.8% |
| 1Y | -19.0% | +98.0% | -117.0% | -16.7% |
| 3Y | -39.7% | +237.2% | -276.8% | -38.3% |
| All | -43.5% | +258.1% | -301.6% | -45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling