+32.2%
COPX vs SOXQ
+45.5%
-13.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.1% | +7.1% | +5.9% |
| 7D | -3.0% | -12.1% | +9.1% | +5.1% |
| 30D | -13.6% | -22.0% | +8.4% | +1.0% |
| 3M | -11.2% | -15.6% | +4.4% | -1.8% |
| 6M | -2.4% | -2.4% | 0.0% | -6.8% |
| YTD | +4.2% | +45.4% | -41.2% | -25.8% |
| 1Y | +32.2% | +47.7% | -15.5% | -7.3% |
| All | +32.2% | +45.5% | -13.3% | -7.3% |
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