+145.7%
CVX vs SOXQ
+286.7%
-141.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.4% |
| 7D | +2.6% | +0.8% | +1.9% | +2.5% |
| 30D | +9.8% | -4.6% | +14.4% | +10.3% |
| 3M | +16.2% | -10.2% | +26.4% | +16.9% |
| 6M | +13.6% | +49.7% | -36.1% | +5.2% |
| YTD | +44.4% | +67.2% | -22.9% | +30.7% |
| 1Y | +40.6% | +98.0% | -57.4% | +22.9% |
| 3Y | +48.2% | +237.2% | -189.0% | +13.4% |
| 5Y | +172.3% | +261.3% | -89.0% | +91.9% |
| All | +145.7% | +286.7% | -141.0% | +72.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling