-25.9%
CCJ vs SOXQ
+45.5%
-71.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | +0.8% |
| 7D | -14.5% | -12.1% | -2.4% | -7.1% |
| 30D | -18.1% | -22.0% | +4.0% | -4.0% |
| 3M | -23.0% | -15.6% | -7.4% | -14.5% |
| 6M | -39.4% | -2.4% | -37.0% | -43.6% |
| YTD | -21.7% | +45.4% | -67.0% | -49.1% |
| 1Y | -25.9% | +47.7% | -73.6% | -52.9% |
| All | -25.9% | +45.5% | -71.4% | -52.9% |
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