+88.1%
CAPR vs SOXQ
+286.7%
-198.6%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -0.9% | 0.0% |
| 7D | -11.0% | +0.8% | -11.7% | -11.3% |
| 30D | +99.8% | -4.6% | +104.3% | +103.9% |
| 3M | -66.6% | -10.2% | -56.4% | -65.1% |
| 6M | -75.1% | +49.7% | -124.7% | -80.2% |
| YTD | -71.0% | +67.2% | -138.2% | -78.4% |
| 1Y | +30.0% | +98.0% | -68.0% | -9.6% |
| 3Y | +29.0% | +237.2% | -208.2% | -29.2% |
| 5Y | +70.8% | +261.3% | -190.5% | -15.6% |
| All | +88.1% | +286.7% | -198.6% | -8.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling