+35.4%
CVS vs SOXQ
+111.3%
-75.9%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.4% | -3.8% | -0.5% |
| 7D | +4.0% | +2.3% | +1.6% | +3.9% |
| 30D | -2.4% | -2.3% | -0.1% | -2.4% |
| 3M | +2.7% | -13.8% | +16.4% | +2.7% |
| 6M | +21.9% | +48.6% | -26.7% | +17.3% |
| YTD | +24.7% | +66.0% | -41.2% | +19.3% |
| 1Y | +35.4% | +107.9% | -72.4% | +24.3% |
| All | +35.4% | +111.3% | -75.9% | +24.3% |
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