+29.9%
CNI vs SOXQ
+111.3%
-81.4%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.4% | -3.2% | 0.0% |
| 7D | -2.1% | +2.3% | -4.4% | -2.2% |
| 30D | -3.3% | -2.3% | -1.0% | -3.2% |
| 3M | +3.8% | -13.8% | +17.6% | +4.6% |
| 6M | +12.7% | +48.6% | -35.9% | +4.8% |
| YTD | +26.3% | +66.0% | -39.7% | +16.4% |
| 1Y | +29.9% | +107.9% | -78.0% | +23.2% |
| All | +29.9% | +111.3% | -81.4% | +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 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