-2.7%
CEG vs SOXQ
+111.3%
-114.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.4% | +1.5% | +3.4% |
| 7D | +8.0% | +2.3% | +5.7% | +6.9% |
| 30D | +12.9% | -2.3% | +15.2% | +13.9% |
| 3M | +13.2% | -13.8% | +26.9% | +18.8% |
| 6M | -7.0% | +48.6% | -55.6% | -32.0% |
| YTD | -15.0% | +66.0% | -81.0% | -43.9% |
| 1Y | -2.7% | +107.9% | -110.6% | -48.9% |
| All | -2.7% | +111.3% | -114.1% | -48.9% |
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