+149.1%
COPX vs SOXQ
+232.9%
-83.8%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -1.0% |
| 7D | -2.3% | +0.8% | -3.1% | -2.7% |
| 30D | +0.3% | -4.6% | +4.8% | +2.7% |
| 3M | +6.8% | -10.2% | +17.0% | +11.6% |
| 6M | +7.9% | +49.7% | -41.7% | -13.9% |
| YTD | +23.7% | +67.2% | -43.5% | -6.2% |
| 1Y | +71.5% | +98.0% | -26.5% | +20.2% |
| 3Y | +149.1% | +237.2% | -88.1% | +30.8% |
| All | +149.1% | +232.9% | -83.8% | +30.8% |
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