-62.0%
CPNG vs SOXQ
+279.9%
-341.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | +0.7% |
| 7D | -5.4% | +2.3% | -7.7% | -6.6% |
| 30D | -11.1% | -3.9% | -7.2% | -9.8% |
| 3M | -3.0% | -4.7% | +1.8% | -3.8% |
| 6M | -23.5% | +47.9% | -71.4% | -41.6% |
| YTD | -37.8% | +64.3% | -102.1% | -55.5% |
| 1Y | -54.3% | +95.7% | -150.0% | -70.8% |
| 3Y | -20.8% | +231.5% | -252.3% | -68.3% |
| 5Y | -51.1% | +255.0% | -306.1% | -82.9% |
| All | -62.0% | +279.9% | -341.9% | -86.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling