-6.5%
CDW vs SOXQ
+111.3%
-117.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.4% | -1.1% |
| 7D | +3.2% | +2.3% | +0.8% | +3.1% |
| 30D | +9.3% | -2.3% | +11.5% | +9.3% |
| 3M | +9.8% | -13.8% | +23.6% | +10.2% |
| 6M | +23.3% | +48.6% | -25.3% | +12.2% |
| YTD | +13.7% | +66.0% | -52.3% | -1.5% |
| 1Y | -6.5% | +107.9% | -114.3% | -20.1% |
| All | -6.5% | +111.3% | -117.8% | -20.1% |
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 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