-15.3%
CDW vs SOXQ
+189.0%
-204.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | +0.2% |
| 7D | +9.3% | +8.2% | +1.2% | +7.1% |
| 30D | +14.4% | -13.2% | +27.5% | +18.1% |
| 3M | +21.4% | -18.5% | +39.9% | +27.1% |
| 6M | +72.8% | -15.4% | +88.3% | +74.8% |
| YTD | +28.0% | +43.6% | -15.5% | +3.3% |
| 1Y | +19.3% | +49.2% | -29.9% | -5.5% |
| 3Y | -15.3% | +190.2% | -205.5% | -53.8% |
| All | -15.3% | +189.0% | -204.3% | -53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling