-22.8%
CCL vs SOXQ
+286.7%
-309.4%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.5% | 0.0% |
| 7D | -3.2% | +0.8% | -4.0% | -3.8% |
| 30D | -17.8% | -4.6% | -13.2% | -15.4% |
| 3M | -18.7% | -10.2% | -8.5% | -15.6% |
| 6M | -11.4% | +49.7% | -61.1% | -39.3% |
| YTD | -24.3% | +67.2% | -91.6% | -52.8% |
| 1Y | -28.8% | +98.0% | -126.8% | -61.8% |
| 3Y | +49.3% | +237.2% | -187.8% | -54.3% |
| 5Y | +1.6% | +261.3% | -259.7% | -70.9% |
| All | -22.8% | +286.7% | -309.4% | -77.1% |
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