-60.8%
CPNG vs SOXQ
+286.7%
-347.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +2.2% |
| 7D | -1.1% | +0.8% | -1.9% | -1.5% |
| 30D | -7.4% | -4.6% | -2.8% | -5.6% |
| 3M | -12.3% | -10.2% | -2.2% | -10.5% |
| 6M | -19.4% | +49.7% | -69.1% | -38.8% |
| YTD | -35.9% | +67.2% | -103.2% | -54.6% |
| 1Y | -53.4% | +98.0% | -151.4% | -70.4% |
| 3Y | -20.0% | +237.2% | -257.2% | -68.2% |
| 5Y | -49.6% | +261.3% | -310.9% | -82.5% |
| All | -60.8% | +286.7% | -347.5% | -86.5% |
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