-65.1%
CSGP vs SOXQ
+288.7%
-353.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -2.1% |
| 7D | -5.1% | +5.3% | -10.4% | -6.2% |
| 30D | +0.3% | -3.7% | +4.0% | +0.9% |
| 3M | -9.1% | -7.8% | -1.3% | -9.6% |
| 6M | -37.3% | +58.4% | -95.7% | -49.2% |
| YTD | -54.9% | +68.1% | -123.0% | -64.4% |
| 1Y | -65.5% | +105.4% | -170.9% | -75.1% |
| 3Y | -63.3% | +239.2% | -302.5% | -80.2% |
| 5Y | -65.8% | +266.9% | -332.7% | -82.4% |
| All | -65.1% | +288.7% | -353.9% | -82.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling