+4,575.4%
AAPL vs SOXS
-100.0%
+4,675.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | -0.6% |
| 7D | -3.0% | -16.6% | +13.6% | -5.7% |
| 30D | +2.3% | -4.4% | +6.7% | +1.9% |
| 3M | +8.6% | -26.2% | +34.9% | +8.3% |
| 6M | +21.6% | -99.3% | +120.8% | -22.8% |
| YTD | +16.3% | -99.5% | +115.8% | -31.0% |
| 1Y | +35.1% | -99.8% | +134.8% | -28.9% |
| 3Y | +79.4% | -100.0% | +179.4% | -27.5% |
| 5Y | +109.8% | -100.0% | +209.8% | -21.0% |
| 10Y | +1,237.1% | -100.0% | +1,337.1% | +90.2% |
| All | +4,575.4% | -100.0% | +4,675.4% | +281.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling