+45.5%
CG vs SOXQ
+227.1%
-181.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.6% | +0.3% | -1.1% |
| 7D | -9.8% | +2.3% | -12.1% | -10.8% |
| 30D | -10.3% | -3.9% | -6.4% | -8.9% |
| 3M | -1.7% | -4.7% | +3.1% | -2.2% |
| 6M | -9.8% | +47.9% | -57.7% | -32.5% |
| YTD | -25.6% | +64.3% | -89.9% | -48.1% |
| 1Y | -32.5% | +95.7% | -128.2% | -58.3% |
| All | +45.5% | +227.1% | -181.6% | -39.6% |
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 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