+5.6%
CNC vs SOXQ
+258.1%
-252.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.5% |
| 7D | -0.9% | +0.8% | -1.7% | -1.0% |
| 30D | -1.0% | -4.6% | +3.6% | -0.8% |
| 3M | +4.5% | -10.2% | +14.7% | +4.9% |
| 6M | +85.2% | +49.7% | +35.6% | +79.0% |
| YTD | +61.4% | +67.2% | -5.8% | +54.7% |
| 1Y | +94.9% | +98.0% | -3.1% | +84.5% |
| 3Y | 0.0% | +237.2% | -237.2% | -12.6% |
| All | +5.6% | +258.1% | -252.5% | -10.9% |
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