+18.8%
CLF vs SOXQ
+111.3%
-92.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.4% | -1.6% | -0.1% |
| 7D | +7.6% | +2.3% | +5.2% | +6.2% |
| 30D | -1.2% | -2.3% | +1.1% | -0.1% |
| 3M | -13.4% | -13.8% | +0.4% | -8.2% |
| 6M | +15.4% | +48.6% | -33.2% | -20.7% |
| YTD | -5.9% | +66.0% | -71.9% | -42.6% |
| 1Y | +18.8% | +107.9% | -89.1% | -40.6% |
| All | +18.8% | +111.3% | -92.5% | -40.6% |
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