+57.9%
CNQ vs SOXQ
+29.4%
+28.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -12.1% | +10.7% | -2.0% |
| 7D | -11.2% | -21.6% | +10.4% | -12.4% |
| 30D | +1.7% | -31.7% | +33.4% | -0.6% |
| 3M | +10.3% | -24.8% | +35.1% | +8.6% |
| 6M | +4.3% | -17.7% | +21.9% | +5.9% |
| YTD | +48.7% | +27.7% | +21.0% | +56.9% |
| 1Y | +57.9% | +26.0% | +31.9% | +67.0% |
| All | +57.9% | +29.4% | +28.5% | +67.0% |
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