-31.6%
CRCL vs SOXQ
+45.5%
-77.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.1% | +4.3% | +3.0% |
| 7D | -6.8% | -12.1% | +5.2% | +0.3% |
| 30D | -8.6% | -22.0% | +13.4% | +5.0% |
| 3M | +20.3% | -15.6% | +35.9% | +31.8% |
| 6M | -36.3% | -2.4% | -34.0% | -41.4% |
| YTD | -4.0% | +45.4% | -49.4% | -40.4% |
| 1Y | -31.6% | +47.7% | -79.3% | -58.5% |
| All | -31.6% | +45.5% | -77.0% | -58.5% |
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