-61.7%
CSGP vs SOXQ
+199.3%
-261.0%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | -6.1% | +16.4% | -22.5% | -5.8% |
| 30D | +0.3% | -13.9% | +14.2% | +0.4% |
| 3M | -1.3% | -15.1% | +13.8% | -1.2% |
| 6M | -8.9% | -10.2% | +1.3% | -11.2% |
| YTD | -55.2% | +48.7% | -103.9% | -61.1% |
| 1Y | -56.4% | +48.9% | -105.3% | -62.2% |
| All | -61.7% | +199.3% | -261.0% | -75.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling