+30.8%
CVS vs SOXQ
+98.3%
-67.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.4% | -0.7% |
| 7D | -2.2% | +0.8% | -2.9% | -2.2% |
| 30D | -0.1% | -4.6% | +4.5% | 0.0% |
| 3M | -5.2% | -10.2% | +5.0% | -5.2% |
| 6M | +26.9% | +49.7% | -22.8% | +22.3% |
| YTD | +22.1% | +67.2% | -45.2% | +17.1% |
| 1Y | +30.8% | +98.0% | -67.2% | +25.6% |
| All | +30.8% | +98.3% | -67.5% | +25.6% |
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