-53.3%
CSGP vs SOXQ
+45.5%
-98.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.1% | +7.1% | +2.8% |
| 7D | +18.3% | -12.1% | +30.4% | +13.3% |
| 30D | +17.8% | -22.0% | +39.8% | +9.5% |
| 3M | +9.3% | -15.6% | +24.8% | +4.6% |
| 6M | -7.9% | -2.4% | -5.5% | -11.2% |
| YTD | -51.5% | +45.4% | -96.9% | -53.5% |
| 1Y | -53.3% | +47.7% | -101.0% | -55.6% |
| All | -53.3% | +45.5% | -98.8% | -55.6% |
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 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