+626.9%
CEG vs SOXQ
+230.3%
+396.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.9% |
| 7D | +1.3% | +5.2% | -3.9% | -1.3% |
| 30D | +8.8% | -0.5% | +9.4% | +9.0% |
| 3M | +17.0% | -5.6% | +22.6% | +17.9% |
| 6M | -8.7% | +53.0% | -61.7% | -31.0% |
| YTD | -16.4% | +68.8% | -85.2% | -40.4% |
| 1Y | -1.8% | +105.7% | -107.5% | -37.1% |
| 3Y | +175.8% | +240.5% | -64.7% | +42.7% |
| All | +626.9% | +230.3% | +396.7% | +242.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling