+6.5%
CAI vs SOXQ
+45.5%
-38.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +1.8% |
| 7D | -6.3% | -12.1% | +5.8% | -3.9% |
| 30D | +9.3% | -22.0% | +31.4% | +14.2% |
| 3M | +106.3% | -15.6% | +121.9% | +112.2% |
| 6M | +77.7% | -2.4% | +80.1% | +63.3% |
| YTD | +23.1% | +45.4% | -22.2% | -7.3% |
| 1Y | +6.5% | +47.7% | -41.1% | -20.8% |
| All | +6.5% | +45.5% | -38.9% | -20.8% |
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