-12.2%
CDW vs SOXQ
+94.9%
-107.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.3% |
| 7D | -7.4% | +2.3% | -9.7% | -7.4% |
| 30D | +5.8% | -3.9% | +9.7% | +5.9% |
| 3M | +10.8% | -4.7% | +15.5% | +10.0% |
| 6M | +21.5% | +47.9% | -26.4% | +10.6% |
| YTD | +6.4% | +64.3% | -58.0% | -7.6% |
| All | -12.2% | +94.9% | -107.1% | -25.1% |
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