+1,298.7%
CRDO vs SOXQ
+258.1%
+1,040.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.1% | -0.5% |
| 7D | -4.5% | +0.8% | -5.2% | -5.3% |
| 30D | -39.2% | -4.6% | -34.7% | -35.2% |
| 3M | -38.5% | -10.2% | -28.3% | -27.4% |
| 6M | +40.6% | +49.7% | -9.1% | -10.9% |
| YTD | +13.2% | +67.2% | -54.0% | -37.1% |
| 1Y | +2.3% | +98.0% | -95.7% | -52.1% |
| 3Y | +942.5% | +237.2% | +705.4% | +215.1% |
| All | +1,298.7% | +258.1% | +1,040.7% | +285.6% |
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 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