+30.1%
CPAY vs SOXQ
+111.3%
-81.2%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.4% | -4.1% | -0.9% |
| 7D | +2.1% | +2.3% | -0.3% | +2.0% |
| 30D | +5.5% | -2.3% | +7.8% | +5.6% |
| 3M | +16.6% | -13.8% | +30.3% | +17.2% |
| 6M | +26.7% | +48.6% | -22.0% | +15.1% |
| YTD | +38.4% | +66.0% | -27.6% | +24.8% |
| 1Y | +30.1% | +107.9% | -77.7% | +24.4% |
| All | +30.1% | +111.3% | -81.2% | +24.4% |
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