+357.4%
CCJ vs SOXQ
+286.7%
+70.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.5% | -1.8% |
| 7D | -4.0% | +0.8% | -4.8% | -4.5% |
| 30D | -2.4% | -4.6% | +2.2% | +0.1% |
| 3M | -2.3% | -10.2% | +7.8% | +1.9% |
| 6M | -16.2% | +49.7% | -65.9% | -35.5% |
| YTD | +5.7% | +67.2% | -61.6% | -23.2% |
| 1Y | +21.3% | +98.0% | -76.8% | -20.0% |
| 3Y | +159.4% | +237.2% | -77.8% | +25.9% |
| 5Y | +300.7% | +261.3% | +39.4% | +87.0% |
| All | +357.4% | +286.7% | +70.7% | +113.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling