+420.1%
CORZ vs SOXQ
+166.5%
+253.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.4% | -3.4% | -3.3% |
| 7D | +8.4% | +2.3% | +6.0% | +5.9% |
| 30D | -17.8% | -2.3% | -15.6% | -15.9% |
| 3M | -35.9% | -13.8% | -22.1% | -27.6% |
| 6M | +12.9% | +48.6% | -35.7% | -25.5% |
| YTD | +22.9% | +66.0% | -43.1% | -26.6% |
| 1Y | +31.4% | +107.9% | -76.5% | -36.6% |
| All | +420.1% | +166.5% | +253.5% | +112.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling