+49.2%
CNP vs SOXQ
+227.1%
-177.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +1.0% | -1.7% |
| 7D | -2.2% | +2.3% | -4.5% | -2.1% |
| 30D | -2.1% | -3.9% | +1.8% | -2.1% |
| 3M | -7.9% | -4.7% | -3.2% | -8.0% |
| 6M | -8.3% | +47.9% | -56.2% | -8.6% |
| YTD | +3.8% | +64.3% | -60.6% | +3.4% |
| 1Y | +5.9% | +95.7% | -89.8% | +5.1% |
| All | +49.2% | +227.1% | -177.9% | +38.4% |
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 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