-2.1%
CDW vs SOXQ
+286.7%
-288.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +1.8% | +6.1% | +7.2% |
| 7D | +0.9% | +0.8% | +0.2% | +0.6% |
| 30D | +13.1% | -4.6% | +17.6% | +14.9% |
| 3M | +19.7% | -10.2% | +29.8% | +22.0% |
| 6M | +30.7% | +49.7% | -18.9% | +4.6% |
| YTD | +14.7% | +67.2% | -52.5% | -13.7% |
| 1Y | -5.3% | +98.0% | -103.3% | -34.6% |
| 3Y | -23.8% | +237.2% | -261.0% | -61.3% |
| 5Y | -16.8% | +261.3% | -278.1% | -60.8% |
| All | -2.1% | +286.7% | -288.8% | -54.4% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling