+965.5%
CRS vs SOXQ
+286.7%
+678.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -2.1% |
| 7D | -6.8% | +0.8% | -7.5% | -7.2% |
| 30D | -16.1% | -4.6% | -11.6% | -14.1% |
| 3M | -21.2% | -10.2% | -11.0% | -17.8% |
| 6M | +8.7% | +49.7% | -41.0% | -15.8% |
| YTD | +41.0% | +67.2% | -26.3% | +2.1% |
| 1Y | +82.7% | +98.0% | -15.3% | +19.8% |
| 3Y | +604.8% | +237.2% | +367.6% | +230.4% |
| 5Y | +1,384.7% | +261.3% | +1,123.4% | +523.4% |
| All | +965.5% | +286.7% | +678.8% | +345.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling