+3.2%
CDE vs SOXQ
+29.4%
-26.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -12.1% | +12.5% | +8.2% |
| 7D | +4.2% | -21.6% | +25.8% | +21.5% |
| 30D | -14.8% | -31.7% | +16.9% | +9.6% |
| 3M | -16.1% | -24.8% | +8.7% | +0.4% |
| 6M | -14.5% | -17.7% | +3.2% | -10.3% |
| YTD | -17.9% | +27.7% | -45.6% | -40.7% |
| 1Y | +3.2% | +26.0% | -22.8% | -25.4% |
| All | +3.2% | +29.4% | -26.2% | -25.4% |
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