+87.8%
AAPL vs SOXS
-100.0%
+187.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.6% | +7.3% | +1.4% |
| 7D | +3.8% | -4.7% | +8.6% | +3.5% |
| 30D | +9.9% | +7.7% | +2.2% | +10.7% |
| 3M | +12.5% | -10.2% | +22.6% | +13.9% |
| 6M | +27.6% | -99.2% | +126.8% | -1.0% |
| YTD | +22.6% | -99.5% | +122.1% | -9.6% |
| 1Y | +45.0% | -99.8% | +144.7% | -0.4% |
| 3Y | +87.8% | -100.0% | +187.7% | +4.3% |
| All | +87.8% | -100.0% | +187.7% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXS.
Daily Out/Under-Performance
Portfolio return minus SOXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXS 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 SOXS 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