-46.9%
CPNG vs SOXQ
+45.5%
-92.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -3.1% | +15.1% | +12.5% |
| 7D | +20.8% | -12.1% | +32.9% | +23.6% |
| 30D | +20.1% | -22.0% | +42.1% | +25.6% |
| 3M | +1.6% | -15.6% | +17.2% | +4.4% |
| 6M | -15.8% | -2.4% | -13.5% | -20.5% |
| YTD | -27.7% | +45.4% | -73.1% | -41.9% |
| 1Y | -46.9% | +47.7% | -94.6% | -57.9% |
| All | -46.9% | +45.5% | -92.4% | -57.9% |
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