+2.6%
CART vs SOXQ
+105.6%
-103.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -2.8% |
| 7D | -9.5% | +5.2% | -14.7% | -9.3% |
| 30D | -7.8% | -0.5% | -7.2% | -7.7% |
| 3M | +10.4% | -5.6% | +16.0% | +10.3% |
| 6M | +20.1% | +53.0% | -33.0% | +21.8% |
| YTD | +3.7% | +68.8% | -65.1% | +3.9% |
| 1Y | +2.6% | +105.7% | -103.2% | -12.4% |
| All | +2.6% | +105.6% | -103.0% | -12.4% |
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