+145.4%
CVX vs SOXQ
+290.2%
-144.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.9% |
| 7D | +1.0% | +5.2% | -4.3% | +0.4% |
| 30D | +10.7% | -0.5% | +11.2% | +10.6% |
| 3M | +15.5% | -5.6% | +21.1% | +15.3% |
| 6M | +14.9% | +53.0% | -38.1% | +6.0% |
| YTD | +44.2% | +68.8% | -24.6% | +30.4% |
| 1Y | +43.5% | +105.7% | -62.2% | +24.6% |
| 3Y | +45.0% | +240.5% | -195.5% | +10.8% |
| 5Y | +172.2% | +266.8% | -94.6% | +91.4% |
| All | +145.4% | +290.2% | -144.8% | +72.0% |
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