+17.8%
AVGO vs SOXS
-99.8%
+117.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -10.2% | +10.4% | -1.4% |
| 7D | -3.0% | -7.0% | +4.0% | -4.0% |
| 30D | -14.4% | +2.8% | -17.2% | -13.4% |
| 3M | -14.4% | -9.8% | -4.6% | -8.5% |
| 6M | +13.1% | -99.2% | +112.3% | -30.2% |
| YTD | +3.8% | -99.5% | +103.3% | -44.1% |
| 1Y | +17.8% | -99.8% | +117.6% | -49.7% |
| All | +17.8% | -99.8% | +117.6% | -49.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling