-63.1%
CSGP vs SOXQ
+176.1%
-239.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.5% | +6.3% | +3.5% |
| 7D | +1.3% | +8.2% | -6.8% | -0.1% |
| 30D | +2.8% | -13.2% | +16.0% | +4.7% |
| 3M | -6.3% | -18.5% | +12.2% | -3.8% |
| 6M | -3.2% | -15.4% | +12.3% | -4.8% |
| YTD | -54.0% | +43.6% | -97.5% | -63.1% |
| 1Y | -54.8% | +49.2% | -104.1% | -64.5% |
| 3Y | -60.6% | +190.2% | -250.8% | -78.7% |
| All | -63.1% | +176.1% | -239.1% | -80.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling