+33.7%
CFG vs SOXQ
+45.5%
-11.8%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.1% | +5.5% | +2.8% |
| 7D | +1.8% | -12.1% | +13.9% | +3.4% |
| 30D | +3.3% | -22.0% | +25.3% | +6.6% |
| 3M | -9.8% | -15.6% | +5.7% | -8.1% |
| 6M | +5.2% | -2.4% | +7.6% | -0.5% |
| YTD | +16.1% | +45.4% | -29.3% | -4.6% |
| 1Y | +33.7% | +47.7% | -14.0% | +9.2% |
| All | +33.7% | +45.5% | -11.8% | +9.2% |
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