+33.1%
CAPR vs SOXQ
+235.9%
-202.8%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.4% | -5.0% | -4.8% |
| 7D | -12.6% | +5.2% | -17.9% | -14.8% |
| 30D | +124.4% | -0.5% | +124.9% | +124.9% |
| 3M | -66.8% | -5.6% | -61.2% | -66.0% |
| 6M | -71.8% | +53.0% | -124.8% | -78.7% |
| YTD | -70.1% | +68.8% | -138.8% | -78.9% |
| 1Y | +33.3% | +105.7% | -72.4% | -13.5% |
| All | +33.1% | +235.9% | -202.8% | -29.2% |
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