-10.0%
CEG vs SOXQ
+98.3%
-108.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.2% |
| 7D | -4.8% | +0.8% | -5.5% | -5.1% |
| 30D | +2.3% | -4.6% | +6.9% | +4.3% |
| 3M | +15.6% | -10.2% | +25.8% | +19.0% |
| 6M | -5.0% | +49.7% | -54.7% | -30.5% |
| YTD | -19.0% | +67.2% | -86.3% | -46.5% |
| 1Y | -10.0% | +98.0% | -108.0% | -47.6% |
| All | -10.0% | +98.3% | -108.3% | -47.6% |
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