+209.9%
CVE vs SOXQ
+228.4%
-18.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +7.0% | -6.5% | -1.4% |
| 7D | -10.1% | -2.9% | -7.2% | -9.6% |
| 30D | -12.1% | -20.1% | +8.0% | -7.1% |
| 3M | -1.9% | -18.6% | +16.8% | +2.8% |
| 6M | -1.8% | -14.6% | +12.8% | -0.8% |
| YTD | +65.8% | +42.1% | +23.7% | +39.2% |
| 1Y | +60.8% | +45.2% | +15.7% | +33.5% |
| 3Y | +70.1% | +195.3% | -125.1% | +4.5% |
| 5Y | +134.8% | +174.8% | -40.0% | +39.0% |
| All | +209.9% | +228.4% | -18.6% | +72.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling