-9.3%
CDW vs SOXQ
+279.9%
-289.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +1.1% |
| 7D | -7.4% | +2.3% | -9.7% | -8.2% |
| 30D | +5.8% | -3.9% | +9.7% | +7.2% |
| 3M | +10.8% | -4.7% | +15.5% | +10.0% |
| 6M | +21.5% | +47.9% | -26.4% | -2.5% |
| YTD | +6.4% | +64.3% | -58.0% | -19.5% |
| 1Y | -14.8% | +95.7% | -110.5% | -41.0% |
| 3Y | -29.9% | +231.5% | -261.4% | -64.2% |
| 5Y | -22.9% | +255.0% | -277.8% | -63.4% |
| All | -9.3% | +279.9% | -289.2% | -57.4% |
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 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