-13.1%
CAI vs SOXQ
+126.3%
-139.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.5% | +0.9% |
| 7D | -2.9% | +0.8% | -3.7% | -3.1% |
| 30D | +9.3% | -4.6% | +13.9% | +10.3% |
| 3M | +35.2% | -10.2% | +45.4% | +36.3% |
| 6M | +30.7% | +49.7% | -18.9% | +3.8% |
| YTD | -9.8% | +67.2% | -77.0% | -30.2% |
| 1Y | -28.9% | +98.0% | -126.9% | -48.4% |
| All | -13.1% | +126.3% | -139.4% | -40.8% |
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 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