+34.8%
CF vs SOXQ
+45.5%
-10.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.1% | -1.3% | -5.1% |
| 7D | -6.9% | -12.1% | +5.2% | -9.5% |
| 30D | -3.7% | -22.0% | +18.3% | -8.8% |
| 3M | -5.0% | -15.6% | +10.6% | -8.0% |
| 6M | -10.5% | -2.4% | -8.1% | -5.0% |
| YTD | +46.5% | +45.4% | +1.1% | +72.9% |
| 1Y | +34.8% | +47.7% | -12.9% | +57.9% |
| All | +34.8% | +45.5% | -10.6% | +57.9% |
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