+73.5%
CART vs SOXQ
+192.1%
-118.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +0.3% | -5.7% | +6.0% | +1.1% |
| 30D | +22.4% | -20.5% | +42.9% | +26.9% |
| 3M | +15.6% | -16.6% | +32.2% | +18.5% |
| 6M | +44.9% | -15.0% | +59.9% | +45.2% |
| YTD | +30.0% | +41.5% | -11.5% | +12.3% |
| 1Y | +56.6% | +40.2% | +16.4% | +35.2% |
| 3Y | +131.9% | +183.0% | -51.0% | +36.2% |
| All | +73.5% | +192.1% | -118.6% | -2.9% |
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 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