+425.9%
CORZ vs SOXQ
+171.0%
+254.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.8% |
| 7D | +7.6% | +5.2% | +2.4% | +2.4% |
| 30D | -6.9% | -0.5% | -6.4% | -6.4% |
| 3M | -33.0% | -5.6% | -27.4% | -30.4% |
| 6M | +19.3% | +53.0% | -33.7% | -23.5% |
| YTD | +24.2% | +68.8% | -44.5% | -26.9% |
| 1Y | +24.5% | +105.7% | -81.2% | -39.3% |
| All | +425.9% | +171.0% | +254.9% | +111.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling