+47.2%
CAPR vs SOXQ
+45.5%
+1.7%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -3.1% | +11.4% | +9.7% |
| 7D | +43.2% | -12.1% | +55.3% | +51.5% |
| 30D | +14.7% | -22.0% | +36.7% | +28.4% |
| 3M | +113.9% | -15.6% | +129.5% | +129.5% |
| 6M | -73.4% | -2.4% | -71.0% | -75.8% |
| YTD | -69.1% | +45.4% | -114.5% | -86.9% |
| 1Y | +47.2% | +47.7% | -0.5% | -48.9% |
| All | +47.2% | +45.5% | +1.7% | -48.9% |
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