+58.2%
CAPR vs SOXQ
+111.3%
-53.1%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.4% | -2.1% | -0.5% |
| 7D | -2.0% | +2.3% | -4.3% | -3.2% |
| 30D | +139.2% | -2.3% | +141.4% | +142.1% |
| 3M | -66.4% | -13.8% | -52.6% | -62.8% |
| 6M | -63.1% | +48.6% | -111.8% | -76.9% |
| YTD | -67.4% | +66.0% | -133.4% | -83.6% |
| 1Y | +58.2% | +107.9% | -49.6% | -20.4% |
| All | +58.2% | +111.3% | -53.1% | -20.4% |
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