+22.8%
CG vs SOXQ
+288.7%
-265.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.9% |
| 7D | -1.3% | +5.3% | -6.6% | -4.3% |
| 30D | -3.2% | -3.7% | +0.5% | -1.4% |
| 3M | +6.2% | -7.8% | +14.0% | +7.8% |
| 6M | -4.7% | +58.4% | -63.0% | -34.3% |
| YTD | -20.6% | +68.1% | -88.8% | -47.8% |
| 1Y | -26.4% | +105.4% | -131.7% | -58.4% |
| 3Y | +55.4% | +239.2% | -183.8% | -42.0% |
| 5Y | +9.8% | +266.9% | -257.1% | -61.9% |
| All | +22.8% | +288.7% | -265.9% | -57.6% |
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