+110.5%
CNC vs SOXQ
+45.5%
+65.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -3.1% | +15.8% | +12.5% |
| 7D | +13.4% | -12.1% | +25.5% | +12.7% |
| 30D | +18.2% | -22.0% | +40.3% | +17.1% |
| 3M | +18.6% | -15.6% | +34.2% | +18.0% |
| 6M | +41.9% | -2.4% | +44.3% | +40.4% |
| YTD | +84.7% | +45.4% | +39.3% | +77.5% |
| 1Y | +110.5% | +47.7% | +62.8% | +101.4% |
| All | +110.5% | +45.5% | +65.0% | +101.4% |
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