+31.0%
CHD vs SOXQ
+45.5%
-14.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.1% | +5.7% | +2.1% |
| 7D | +6.9% | -12.1% | +19.0% | +4.9% |
| 30D | +17.1% | -22.0% | +39.2% | +13.2% |
| 3M | +9.1% | -15.6% | +24.7% | +6.7% |
| 6M | +21.4% | -2.4% | +23.7% | +19.9% |
| YTD | +34.9% | +45.4% | -10.5% | +39.5% |
| 1Y | +31.0% | +47.7% | -16.6% | +36.0% |
| All | +31.0% | +45.5% | -14.4% | +36.0% |
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