+99.4%
CB vs SOXQ
+269.0%
-169.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.3% |
| 7D | -0.5% | +5.2% | -5.8% | -0.6% |
| 30D | -3.1% | -0.5% | -2.5% | -3.1% |
| 3M | +4.2% | -5.6% | +9.8% | +4.0% |
| 6M | +4.7% | +53.0% | -48.3% | +1.2% |
| YTD | +8.8% | +68.8% | -59.9% | +4.3% |
| 1Y | +22.6% | +105.7% | -83.1% | +15.2% |
| 3Y | +70.6% | +240.5% | -169.9% | +45.9% |
| 5Y | +99.4% | +266.8% | -167.3% | +62.0% |
| All | +99.4% | +269.0% | -169.5% | +62.0% |
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