+71.6%
CRH vs SOXQ
+232.9%
-161.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.4% |
| 7D | -6.1% | +0.8% | -6.8% | -6.3% |
| 30D | -9.3% | -4.6% | -4.7% | -7.9% |
| 3M | -15.2% | -10.2% | -5.0% | -13.3% |
| 6M | -14.2% | +49.7% | -63.9% | -31.2% |
| YTD | -28.3% | +67.2% | -95.5% | -45.4% |
| 1Y | -21.8% | +98.0% | -119.8% | -45.3% |
| 3Y | +71.6% | +237.2% | -165.5% | -10.2% |
| All | +71.6% | +232.9% | -161.3% | -10.2% |
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