-7.6%
CNC vs SOXQ
+279.9%
-287.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.6% | +4.7% | +2.2% |
| 7D | -3.9% | +2.3% | -6.2% | -4.0% |
| 30D | +0.8% | -3.9% | +4.7% | +1.0% |
| 3M | +0.1% | -4.7% | +4.8% | 0.0% |
| 6M | +79.7% | +47.9% | +31.8% | +73.6% |
| YTD | +58.9% | +64.3% | -5.4% | +52.3% |
| 1Y | +109.1% | +95.7% | +13.4% | +97.7% |
| 3Y | 0.0% | +231.5% | -231.5% | -12.9% |
| 5Y | +9.5% | +255.0% | -245.5% | -8.3% |
| All | -7.6% | +279.9% | -287.6% | -23.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling