-21.2%
CCL vs SOXQ
+288.7%
-310.0%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -2.2% |
| 7D | -0.1% | +5.3% | -5.4% | -3.7% |
| 30D | -20.0% | -3.7% | -16.3% | -18.2% |
| 3M | -13.7% | -7.8% | -5.8% | -12.0% |
| 6M | -9.0% | +58.4% | -67.4% | -40.4% |
| YTD | -22.8% | +68.1% | -91.0% | -52.0% |
| 1Y | -25.3% | +105.4% | -130.7% | -61.1% |
| 3Y | +54.1% | +239.2% | -185.1% | -53.0% |
| 5Y | +3.5% | +266.9% | -263.4% | -70.4% |
| All | -21.2% | +288.7% | -310.0% | -76.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling