+322.1%
CORZ vs SOXQ
+130.5%
+191.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.5% | +4.4% | +4.4% |
| 7D | +23.5% | +8.2% | +15.3% | +14.5% |
| 30D | +7.5% | -13.2% | +20.6% | +24.5% |
| 3M | -26.6% | -18.5% | -8.1% | -9.2% |
| 6M | -39.5% | -15.4% | -24.1% | -29.7% |
| YTD | -0.3% | +43.6% | -43.8% | -30.4% |
| 1Y | -4.2% | +49.2% | -53.5% | -35.5% |
| All | +322.1% | +130.5% | +191.6% | +101.0% |
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 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