-40.2%
CLX vs SOXQ
+286.7%
-326.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.1% |
| 7D | -5.7% | +0.8% | -6.5% | -5.7% |
| 30D | -17.0% | -4.6% | -12.4% | -17.0% |
| 3M | -9.7% | -10.2% | +0.5% | -9.7% |
| 6M | -19.8% | +49.7% | -69.5% | -21.3% |
| YTD | -9.8% | +67.2% | -77.1% | -11.8% |
| 1Y | -26.2% | +98.0% | -124.2% | -28.3% |
| 3Y | -36.2% | +237.2% | -273.3% | -41.0% |
| 5Y | -38.3% | +261.3% | -299.6% | -46.0% |
| All | -40.2% | +286.7% | -326.9% | -48.1% |
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