-32.5%
CPRT vs SOXQ
+111.3%
-143.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.4% | -2.9% | +0.9% |
| 7D | +2.2% | +2.3% | -0.1% | +2.6% |
| 30D | +16.6% | -2.3% | +18.9% | +16.3% |
| 3M | +9.6% | -13.8% | +23.4% | +8.5% |
| 6M | -11.1% | +48.6% | -59.7% | -10.9% |
| YTD | -13.9% | +66.0% | -79.9% | -12.9% |
| 1Y | -32.5% | +107.9% | -140.4% | -27.1% |
| All | -32.5% | +111.3% | -143.8% | -27.1% |
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