+8.9%
CRCL vs SOXQ
+134.5%
-125.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | -0.7% |
| 7D | -11.2% | +0.8% | -12.0% | -11.6% |
| 30D | +27.1% | -4.6% | +31.7% | +30.5% |
| 3M | +9.6% | -10.2% | +19.8% | +13.3% |
| 6M | -19.7% | +49.7% | -69.4% | -42.9% |
| YTD | +14.2% | +67.2% | -53.0% | -24.5% |
| 1Y | -32.2% | +98.0% | -130.2% | -52.1% |
| All | +8.9% | +134.5% | -125.6% | +32.8% |
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