-31.0%
CAI vs SOXQ
+111.3%
-142.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.3% | -1.6% |
| 7D | -2.2% | +2.3% | -4.5% | -2.6% |
| 30D | +52.4% | -2.3% | +54.7% | +53.0% |
| 3M | +45.1% | -13.8% | +58.8% | +47.3% |
| 6M | +26.2% | +48.6% | -22.4% | -0.2% |
| YTD | -7.1% | +66.0% | -73.1% | -28.1% |
| 1Y | -31.0% | +107.9% | -138.9% | -50.5% |
| All | -31.0% | +111.3% | -142.4% | -50.5% |
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 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