+3,679.0%
AMZN vs SOXS
-100.0%
+3,779.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -2.1% |
| 7D | -1.0% | -16.6% | +15.6% | -4.0% |
| 30D | -9.2% | -4.4% | -4.9% | -9.6% |
| 3M | +3.4% | -26.2% | +29.6% | +3.6% |
| 6M | +18.2% | -99.3% | +117.5% | -26.4% |
| YTD | +9.3% | -99.5% | +108.9% | -36.6% |
| 1Y | +5.9% | -99.8% | +105.7% | -45.4% |
| 3Y | +82.6% | -100.0% | +182.6% | -26.9% |
| 5Y | +44.9% | -100.0% | +144.9% | -44.7% |
| 10Y | +564.1% | -100.0% | +664.1% | -9.8% |
| All | +3,679.0% | -100.0% | +3,779.0% | +171.6% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling