-44.1%
CPB vs SOXQ
+286.7%
-330.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +0.4% |
| 7D | -1.8% | +0.8% | -2.5% | -1.7% |
| 30D | -7.1% | -4.6% | -2.5% | -7.4% |
| 3M | -6.0% | -10.2% | +4.1% | -6.5% |
| 6M | -5.3% | +49.7% | -54.9% | -2.5% |
| YTD | -20.8% | +67.2% | -88.1% | -18.0% |
| 1Y | -33.8% | +98.0% | -131.9% | -30.9% |
| 3Y | -43.7% | +237.2% | -280.9% | -40.3% |
| 5Y | -40.7% | +261.3% | -302.0% | -38.1% |
| All | -44.1% | +286.7% | -330.7% | -41.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling