-33.4%
CPRT vs SOXQ
+232.9%
-266.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.4% | -2.8% |
| 7D | -11.2% | +0.8% | -11.9% | -11.2% |
| 30D | +3.3% | -4.6% | +7.9% | +3.7% |
| 3M | -3.6% | -10.2% | +6.6% | -3.1% |
| 6M | -15.8% | +49.7% | -65.4% | -24.0% |
| YTD | -23.5% | +67.2% | -90.7% | -32.8% |
| 1Y | -38.8% | +98.0% | -136.8% | -48.8% |
| 3Y | -33.4% | +237.2% | -270.6% | -59.0% |
| All | -33.4% | +232.9% | -266.3% | -59.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling