+235.6%
CAPR vs SOXQ
+189.0%
+46.6%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.5% | -3.5% | -5.2% |
| 7D | +5.9% | +8.2% | -2.3% | +2.8% |
| 30D | +44.6% | -13.2% | +57.8% | +53.8% |
| 3M | +126.4% | -18.5% | +144.9% | +147.1% |
| 6M | -68.6% | -15.4% | -53.1% | -66.9% |
| YTD | -67.0% | +43.6% | -110.6% | -75.3% |
| 1Y | +65.2% | +49.2% | +15.9% | +22.8% |
| 3Y | +235.6% | +190.2% | +45.4% | +104.9% |
| All | +235.6% | +189.0% | +46.6% | +104.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling