+201.6%
CAT vs SOXQ
+235.9%
-34.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -1.0% |
| 7D | +2.9% | +5.2% | -2.3% | +0.2% |
| 30D | -2.6% | -0.5% | -2.1% | -2.4% |
| 3M | -10.7% | -5.6% | -5.0% | -8.3% |
| 6M | +16.1% | +53.0% | -36.9% | -6.7% |
| YTD | +43.2% | +68.8% | -25.5% | +10.1% |
| 1Y | +96.8% | +105.7% | -8.9% | +38.7% |
| All | +201.6% | +235.9% | -34.3% | +60.4% |
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 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