+34.6%
CP vs SOXQ
+45.5%
-10.9%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.1% | +6.6% | +3.6% |
| 7D | +5.6% | -12.1% | +17.7% | +6.1% |
| 30D | +10.0% | -22.0% | +32.1% | +11.4% |
| 3M | +4.4% | -15.6% | +20.0% | +5.1% |
| 6M | +14.1% | -2.4% | +16.4% | +10.3% |
| YTD | +29.1% | +45.4% | -16.3% | +16.0% |
| 1Y | +34.6% | +47.7% | -13.1% | +20.4% |
| All | +34.6% | +45.5% | -10.9% | +20.4% |
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