+4,070.3%
CLS vs SOXQ
+286.7%
+3,783.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.8% | +4.8% | +4.9% |
| 7D | +10.9% | +0.8% | +10.2% | +10.3% |
| 30D | +2.1% | -4.6% | +6.7% | +7.2% |
| 3M | -10.2% | -10.2% | 0.0% | -1.4% |
| 6M | +30.4% | +49.7% | -19.3% | -11.5% |
| YTD | +17.2% | +67.2% | -50.0% | -28.0% |
| 1Y | +41.0% | +98.0% | -57.0% | -24.2% |
| 3Y | +1,338.0% | +237.2% | +1,100.8% | +457.4% |
| 5Y | +3,860.6% | +261.3% | +3,599.3% | +1,296.7% |
| All | +4,070.3% | +286.7% | +3,783.6% | +1,388.8% |
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 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