+9.2%
CDW vs SOXQ
+231.9%
-222.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | +0.6% |
| 7D | +9.3% | +8.2% | +1.2% | +6.3% |
| 30D | +14.4% | -13.2% | +27.5% | +19.4% |
| 3M | +21.4% | -18.5% | +39.9% | +29.2% |
| 6M | +72.8% | -15.4% | +88.3% | +76.0% |
| YTD | +28.0% | +43.6% | -15.5% | +0.7% |
| 1Y | +19.3% | +49.2% | -29.9% | -8.1% |
| 3Y | -15.3% | +190.2% | -205.5% | -55.0% |
| 5Y | -3.8% | +178.2% | -182.0% | -50.4% |
| All | +9.2% | +231.9% | -222.7% | -46.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling