+85.2%
COR vs SOXQ
+227.1%
-141.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | -1.0% |
| 7D | -4.8% | +2.3% | -7.1% | -4.6% |
| 30D | -3.7% | -3.9% | +0.2% | -3.9% |
| 3M | +14.3% | -4.7% | +19.1% | +14.2% |
| 6M | -8.5% | +47.9% | -56.4% | -7.4% |
| YTD | -4.4% | +64.3% | -68.7% | -2.6% |
| 1Y | +9.1% | +95.7% | -86.6% | +12.5% |
| All | +85.2% | +227.1% | -141.9% | +95.2% |
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 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