+404.9%
CORZ vs SOXQ
+163.9%
+241.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.3% | -1.5% |
| 7D | -3.0% | +2.3% | -5.3% | -5.1% |
| 30D | -12.1% | -3.9% | -8.2% | -8.6% |
| 3M | -32.4% | -4.7% | -27.7% | -30.4% |
| 6M | +12.4% | +47.9% | -35.5% | -25.5% |
| YTD | +19.3% | +64.3% | -45.0% | -28.0% |
| 1Y | +8.6% | +95.7% | -87.1% | -44.5% |
| All | +404.9% | +163.9% | +241.1% | +108.0% |
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