+28.0%
CI vs SOXQ
+286.7%
-258.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.8% | -0.1% |
| 7D | -0.1% | +0.8% | -0.8% | -0.1% |
| 30D | +1.8% | -4.6% | +6.3% | +1.9% |
| 3M | -4.2% | -10.2% | +5.9% | -4.0% |
| 6M | +8.8% | +49.7% | -40.8% | +5.0% |
| YTD | +3.7% | +67.2% | -63.5% | -0.7% |
| 1Y | -6.1% | +98.0% | -104.1% | -11.4% |
| 3Y | +4.5% | +237.2% | -232.7% | -9.8% |
| 5Y | +50.5% | +261.3% | -210.8% | +23.9% |
| All | +28.0% | +286.7% | -258.7% | +4.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling