+183.3%
CFG vs SOXQ
+235.9%
-52.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | -0.6% | +5.2% | -5.8% | -2.1% |
| 30D | -4.5% | -0.5% | -4.0% | -4.5% |
| 3M | +6.3% | -5.6% | +11.9% | +6.2% |
| 6M | +20.6% | +53.0% | -32.4% | -1.0% |
| YTD | +21.2% | +68.8% | -47.5% | -4.4% |
| 1Y | +38.2% | +105.7% | -67.6% | +0.1% |
| All | +183.3% | +235.9% | -52.6% | +40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling