+174.5%
CIEN vs SOXQ
+111.3%
+63.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.4% | -2.2% | -2.5% |
| 7D | -15.2% | +2.3% | -17.5% | -17.3% |
| 30D | -21.5% | -2.3% | -19.2% | -19.0% |
| 3M | -40.1% | -13.8% | -26.3% | -31.2% |
| 6M | -6.6% | +48.6% | -55.2% | -44.5% |
| YTD | +37.3% | +66.0% | -28.7% | -28.4% |
| 1Y | +174.5% | +107.9% | +66.7% | +19.5% |
| All | +174.5% | +111.3% | +63.2% | +19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling