+696.9%
AVGO vs SOXS
-100.0%
+796.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.6% | +5.9% | -1.1% |
| 7D | +1.1% | -4.7% | +5.9% | +0.1% |
| 30D | -13.0% | +7.7% | -20.7% | -10.3% |
| 3M | -6.0% | -10.2% | +4.2% | +1.0% |
| 6M | +6.4% | -99.2% | +105.6% | -44.7% |
| YTD | +5.0% | -99.5% | +104.5% | -51.7% |
| 1Y | +1.4% | -99.8% | +101.2% | -59.7% |
| 3Y | +336.8% | -100.0% | +436.8% | +34.5% |
| All | +696.9% | -100.0% | +796.9% | +135.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling