-37.6%
CLX vs SOXQ
+251.3%
-288.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.9% |
| 7D | -5.9% | +2.3% | -8.2% | -5.9% |
| 30D | -17.0% | -3.9% | -13.1% | -17.0% |
| 3M | -9.6% | -4.7% | -4.9% | -9.7% |
| 6M | -21.5% | +47.9% | -69.4% | -23.0% |
| YTD | -8.8% | +64.3% | -73.1% | -10.8% |
| 1Y | -24.7% | +95.7% | -120.4% | -26.9% |
| 3Y | -35.6% | +231.5% | -267.1% | -40.6% |
| 5Y | -37.6% | +255.0% | -292.6% | -46.0% |
| All | -37.6% | +251.3% | -288.9% | -46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling