+13.9%
COR vs SOXQ
+111.3%
-97.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.4% | -5.2% | -1.5% |
| 7D | +2.8% | +2.3% | +0.4% | +3.1% |
| 30D | +4.5% | -2.3% | +6.8% | +4.4% |
| 3M | +22.7% | -13.8% | +36.4% | +21.7% |
| 6M | -9.7% | +48.6% | -58.3% | -13.7% |
| YTD | -1.4% | +66.0% | -67.4% | -5.1% |
| 1Y | +13.9% | +107.9% | -93.9% | +15.4% |
| All | +13.9% | +111.3% | -97.4% | +15.4% |
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 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