-65.3%
CSGP vs SOXQ
+111.3%
-176.6%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.4% | -5.8% | -1.5% |
| 7D | -4.1% | +2.3% | -6.4% | -3.4% |
| 30D | +2.3% | -2.3% | +4.6% | +2.0% |
| 3M | -8.2% | -13.8% | +5.6% | -9.9% |
| 6M | -35.1% | +48.6% | -83.7% | -35.0% |
| YTD | -54.0% | +66.0% | -120.0% | -53.8% |
| 1Y | -65.3% | +107.9% | -173.2% | -67.0% |
| All | -65.3% | +111.3% | -176.6% | -67.0% |
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