+50.5%
COP vs SOXQ
+98.3%
-47.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.5% |
| 7D | +2.3% | +0.8% | +1.5% | +2.4% |
| 30D | +8.6% | -4.6% | +13.2% | +8.1% |
| 3M | +19.9% | -10.2% | +30.0% | +19.0% |
| 6M | +19.0% | +49.7% | -30.6% | +24.5% |
| YTD | +50.0% | +67.2% | -17.3% | +54.8% |
| 1Y | +50.5% | +98.0% | -47.5% | +57.2% |
| All | +50.5% | +98.3% | -47.8% | +57.2% |
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