+28.0%
CELH vs SOXQ
+286.7%
-258.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.4% | +1.3% |
| 7D | -11.2% | +0.8% | -12.0% | -11.6% |
| 30D | -1.4% | -4.6% | +3.1% | +0.5% |
| 3M | -4.2% | -10.2% | +6.0% | -2.1% |
| 6M | -40.5% | +49.7% | -90.1% | -58.0% |
| YTD | -40.5% | +67.2% | -107.7% | -61.4% |
| 1Y | -53.0% | +98.0% | -151.0% | -73.0% |
| 3Y | -59.1% | +237.2% | -296.2% | -86.4% |
| 5Y | -10.7% | +261.3% | -272.0% | -71.1% |
| All | +28.0% | +286.7% | -258.7% | -60.6% |
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 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