+105.9%
CB vs SOXQ
+190.6%
-84.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | 0.0% | +16.4% | -16.4% | 0.0% |
| 30D | +7.4% | -13.9% | +21.3% | +7.5% |
| 3M | +8.6% | -15.1% | +23.8% | +8.7% |
| 6M | +16.1% | -10.2% | +26.3% | +15.4% |
| YTD | +20.2% | +48.7% | -28.5% | +15.4% |
| 1Y | +27.2% | +48.9% | -21.7% | +22.0% |
| 3Y | +72.7% | +197.4% | -124.7% | +48.3% |
| 5Y | +105.9% | +188.2% | -82.2% | +71.3% |
| All | +105.9% | +190.6% | -84.6% | +71.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling