-72.2%
CHWY vs SOXQ
+258.1%
-330.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -3.9% |
| 7D | -13.6% | +0.8% | -14.4% | -14.0% |
| 30D | -8.5% | -4.6% | -4.0% | -7.0% |
| 3M | +8.9% | -10.2% | +19.1% | +11.1% |
| 6M | -20.5% | +49.7% | -70.1% | -42.7% |
| YTD | -38.2% | +67.2% | -105.4% | -58.8% |
| 1Y | -43.3% | +98.0% | -141.3% | -66.9% |
| 3Y | -8.5% | +237.2% | -245.7% | -70.2% |
| All | -72.2% | +258.1% | -330.3% | -91.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling