+19.1%
CNI vs SOXQ
+232.9%
-213.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.6% |
| 7D | -0.4% | +0.8% | -1.1% | -0.5% |
| 30D | -2.7% | -4.6% | +1.9% | -2.1% |
| 3M | +3.9% | -10.2% | +14.1% | +4.9% |
| 6M | +16.4% | +49.7% | -33.3% | +5.2% |
| YTD | +25.8% | +67.2% | -41.4% | +10.9% |
| 1Y | +32.4% | +98.0% | -65.6% | +12.1% |
| 3Y | +19.1% | +237.2% | -218.1% | -13.6% |
| All | +19.1% | +232.9% | -213.8% | -13.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling