-5.6%
CLX vs SOXQ
+45.5%
-51.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -3.1% | +8.8% | +5.4% |
| 7D | +14.2% | -12.1% | +26.3% | +13.0% |
| 30D | +22.7% | -22.0% | +44.7% | +20.5% |
| 3M | -2.8% | -15.6% | +12.8% | -3.8% |
| 6M | +17.7% | -2.4% | +20.1% | +13.9% |
| YTD | +3.3% | +45.4% | -42.0% | -0.1% |
| 1Y | -5.6% | +47.7% | -53.3% | -8.8% |
| All | -5.6% | +45.5% | -51.1% | -8.8% |
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