+1.3%
CHD vs SOXQ
+232.9%
-231.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.4% |
| 7D | -4.5% | +0.8% | -5.2% | -4.4% |
| 30D | -6.7% | -4.6% | -2.1% | -7.1% |
| 3M | -2.7% | -10.2% | +7.4% | -3.3% |
| 6M | -4.9% | +49.7% | -54.6% | -1.9% |
| YTD | +13.3% | +67.2% | -53.9% | +18.0% |
| 1Y | +1.0% | +98.0% | -97.0% | +6.5% |
| 3Y | +1.3% | +237.2% | -235.8% | +13.4% |
| All | +1.3% | +232.9% | -231.6% | +13.4% |
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