-0.1%
CI vs SOXQ
-15.3%
+15.2%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.7% | -0.3% |
| 7D | +1.2% | +8.2% | -7.0% | +2.6% |
| 30D | +2.6% | -13.2% | +15.7% | +0.2% |
| 3M | +7.4% | -18.5% | +26.0% | +4.3% |
| 6M | -0.1% | -15.4% | +15.3% | -0.9% |
| All | -0.1% | -15.3% | +15.2% | -0.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling