+192.5%
COR vs SOXQ
+286.7%
-94.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.2% |
| 7D | -2.8% | +0.8% | -3.6% | -2.8% |
| 30D | +2.6% | -4.6% | +7.1% | +2.5% |
| 3M | +14.5% | -10.2% | +24.6% | +14.5% |
| 6M | -7.8% | +49.7% | -57.5% | -9.6% |
| YTD | -4.2% | +67.2% | -71.5% | -6.4% |
| 1Y | +7.0% | +98.0% | -91.0% | +3.9% |
| 3Y | +85.5% | +237.2% | -151.6% | +70.9% |
| 5Y | +181.2% | +261.3% | -80.1% | +147.2% |
| All | +192.5% | +286.7% | -94.2% | +154.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling