+20.2%
CLF vs SOXQ
+45.5%
-25.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -3.1% | -6.1% | -7.7% |
| 7D | -7.9% | -12.1% | +4.2% | -2.2% |
| 30D | +5.2% | -22.0% | +27.3% | +18.1% |
| 3M | +4.3% | -15.6% | +19.9% | +12.4% |
| 6M | +25.3% | -2.4% | +27.6% | +18.3% |
| YTD | -3.3% | +45.4% | -48.7% | -28.6% |
| 1Y | +20.2% | +47.7% | -27.5% | -11.8% |
| All | +20.2% | +45.5% | -25.2% | -11.8% |
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