+11.9%
COST vs SOXQ
+45.5%
-33.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.1% | +5.8% | +2.2% |
| 7D | +6.6% | -12.1% | +18.7% | +5.0% |
| 30D | +13.5% | -22.0% | +35.5% | +10.3% |
| 3M | +10.6% | -15.6% | +26.2% | +8.6% |
| 6M | +3.6% | -2.4% | +6.0% | +2.5% |
| YTD | +22.1% | +45.4% | -23.3% | +20.8% |
| 1Y | +11.9% | +47.7% | -35.8% | +10.7% |
| All | +11.9% | +45.5% | -33.6% | +10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling