+35.4%
CI vs SOXQ
+231.9%
-196.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.7% | +0.3% |
| 7D | +1.2% | +8.2% | -7.0% | +1.0% |
| 30D | +2.6% | -13.2% | +15.7% | +2.9% |
| 3M | +7.4% | -18.5% | +26.0% | +7.9% |
| 6M | -0.1% | -15.4% | +15.3% | -0.3% |
| YTD | +9.7% | +43.6% | -33.8% | +5.3% |
| 1Y | +12.1% | +49.2% | -37.1% | +7.3% |
| 3Y | +7.0% | +190.2% | -183.2% | -7.3% |
| 5Y | +49.7% | +178.2% | -128.5% | +27.9% |
| All | +35.4% | +231.9% | -196.5% | +10.4% |
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 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