+1.4%
AVGO vs SOXS
-99.8%
+101.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.6% | +5.9% | -0.6% |
| 7D | +1.1% | -4.7% | +5.9% | +0.5% |
| 30D | -13.0% | +7.7% | -20.7% | -11.3% |
| 3M | -6.0% | -10.2% | +4.2% | -1.4% |
| 6M | +6.4% | -99.2% | +105.6% | -33.8% |
| YTD | +5.0% | -99.5% | +104.5% | -42.7% |
| 1Y | +1.4% | -99.8% | +101.2% | -49.0% |
| All | +1.4% | -99.8% | +101.2% | -49.0% |
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