-53.4%
CPNG vs SOXQ
+98.3%
-151.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +2.7% |
| 7D | -1.1% | +0.8% | -1.9% | -1.3% |
| 30D | -7.4% | -4.6% | -2.8% | -6.5% |
| 3M | -12.3% | -10.2% | -2.2% | -12.5% |
| 6M | -19.4% | +49.7% | -69.1% | -32.8% |
| YTD | -35.9% | +67.2% | -103.2% | -48.6% |
| 1Y | -53.4% | +98.0% | -151.4% | -63.5% |
| All | -53.4% | +98.3% | -151.7% | -63.5% |
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 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