+25.6%
CTAS vs SOXQ
+45.5%
-19.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.1% | +5.5% | +1.9% |
| 7D | +7.6% | -12.1% | +19.7% | +5.7% |
| 30D | +17.2% | -22.0% | +39.3% | +13.5% |
| 3M | +12.8% | -15.6% | +28.3% | +10.5% |
| 6M | +38.0% | -2.4% | +40.3% | +34.0% |
| YTD | +22.7% | +45.4% | -22.7% | +17.3% |
| 1Y | +25.6% | +47.7% | -22.0% | +20.3% |
| All | +25.6% | +45.5% | -19.8% | +20.3% |
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