+261.8%
CVE vs SOXQ
+283.8%
-21.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.4% | -4.7% | -2.3% |
| 7D | +2.5% | +2.3% | +0.2% | +1.8% |
| 30D | +16.7% | -2.3% | +19.0% | +17.2% |
| 3M | +9.3% | -13.8% | +23.0% | +12.2% |
| 6M | +43.6% | +48.6% | -5.0% | +21.5% |
| YTD | +93.6% | +66.0% | +27.6% | +57.1% |
| 1Y | +98.8% | +107.9% | -9.1% | +47.5% |
| 3Y | +73.6% | +224.1% | -150.6% | +5.2% |
| 5Y | +312.5% | +256.6% | +55.9% | +123.8% |
| All | +261.8% | +283.8% | -21.9% | +94.2% |
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