-14.1%
CPRT vs SOXQ
+251.3%
-265.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.4% | -3.3% |
| 7D | -8.4% | +2.3% | -10.7% | -9.0% |
| 30D | +4.6% | -3.9% | +8.5% | +5.5% |
| 3M | -1.9% | -4.7% | +2.8% | -2.9% |
| 6M | -15.3% | +47.9% | -63.2% | -29.5% |
| YTD | -21.5% | +64.3% | -85.8% | -37.6% |
| 1Y | -36.6% | +95.7% | -132.3% | -53.6% |
| 3Y | -31.2% | +231.5% | -262.7% | -63.7% |
| 5Y | -14.1% | +255.0% | -269.1% | -58.6% |
| All | -14.1% | +251.3% | -265.4% | -58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling