+55.4%
CVS vs SOXQ
+227.1%
-171.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | 0.0% |
| 7D | -2.0% | +2.3% | -4.3% | -2.0% |
| 30D | +1.9% | -3.9% | +5.8% | +2.0% |
| 3M | -2.2% | -4.7% | +2.5% | -2.3% |
| 6M | +26.7% | +47.9% | -21.2% | +23.4% |
| YTD | +22.9% | +64.3% | -41.4% | +19.0% |
| 1Y | +32.9% | +95.7% | -62.8% | +27.5% |
| All | +55.4% | +227.1% | -171.7% | +44.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling