-4.5%
CRS vs SOXQ
+45.5%
-50.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.6% | -0.1% |
| 7D | +4.3% | -12.1% | +16.4% | +10.9% |
| 30D | -25.5% | -22.0% | -3.4% | -16.2% |
| 3M | -48.7% | -15.6% | -33.1% | -44.5% |
| 6M | -31.6% | -2.4% | -29.3% | -33.3% |
| YTD | -7.0% | +45.4% | -52.4% | -28.8% |
| 1Y | -4.5% | +47.7% | -52.2% | -28.0% |
| All | -4.5% | +45.5% | -50.0% | -28.0% |
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