+271.0%
CVE vs SOXQ
+288.7%
-17.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.2% | +2.2% |
| 7D | +0.2% | +5.3% | -5.1% | -1.3% |
| 30D | +17.5% | -3.7% | +21.2% | +18.5% |
| 3M | +16.2% | -7.8% | +24.0% | +17.0% |
| 6M | +47.8% | +58.4% | -10.6% | +22.3% |
| YTD | +98.5% | +68.1% | +30.3% | +60.5% |
| 1Y | +109.8% | +105.4% | +4.4% | +56.6% |
| 3Y | +75.5% | +239.2% | -163.7% | +4.7% |
| 5Y | +341.6% | +266.9% | +74.7% | +137.8% |
| All | +271.0% | +288.7% | -17.7% | +98.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling