+335.4%
AVGO vs SOXS
-100.0%
+435.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +8.1% | -9.1% | +1.1% |
| 7D | +1.0% | -9.4% | +10.4% | -1.3% |
| 30D | -13.3% | +6.2% | -19.4% | -10.9% |
| 3M | -2.9% | -28.0% | +25.2% | -0.9% |
| 6M | +5.7% | -99.2% | +104.9% | -48.1% |
| YTD | +4.6% | -99.5% | +104.1% | -55.1% |
| 1Y | -1.6% | -99.7% | +98.1% | -64.9% |
| All | +335.4% | -100.0% | +435.4% | +14.0% |
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 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