+791.9%
CDE vs SOXQ
+232.9%
+559.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | 0.0% |
| 7D | -3.1% | +0.8% | -3.9% | -3.6% |
| 30D | +9.5% | -4.6% | +14.0% | +12.8% |
| 3M | +25.5% | -10.2% | +35.6% | +32.3% |
| 6M | -7.9% | +49.7% | -57.6% | -32.8% |
| YTD | +15.6% | +67.2% | -51.7% | -21.4% |
| 1Y | +34.0% | +98.0% | -64.0% | -18.6% |
| 3Y | +791.9% | +237.2% | +554.7% | +269.4% |
| All | +791.9% | +232.9% | +559.0% | +269.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling