+56.6%
CART vs SOXQ
+40.3%
+16.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +0.3% | -5.7% | +6.0% | -0.1% |
| 30D | +22.4% | -20.5% | +42.9% | +20.5% |
| 3M | +15.6% | -16.6% | +32.2% | +14.5% |
| 6M | +44.9% | -15.0% | +59.9% | +44.7% |
| YTD | +30.0% | +41.5% | -11.5% | +40.6% |
| 1Y | +56.6% | +40.2% | +16.4% | +69.3% |
| All | +56.6% | +40.3% | +16.3% | +69.3% |
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