+26,041.6%
AVGO vs SOXS
-100.0%
+26,141.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -1.7% |
| 7D | -0.8% | -16.6% | +15.8% | -5.8% |
| 30D | -13.7% | -4.4% | -9.4% | -13.9% |
| 3M | -6.9% | -26.2% | +19.3% | -4.0% |
| 6M | +5.8% | -99.3% | +105.0% | -49.6% |
| YTD | +5.7% | -99.5% | +105.2% | -54.8% |
| 1Y | +9.0% | -99.8% | +108.8% | -60.9% |
| 3Y | +340.5% | -100.0% | +440.5% | +19.7% |
| 5Y | +711.1% | -100.0% | +811.1% | +100.4% |
| 10Y | +2,856.4% | -100.0% | +2,956.4% | +40.6% |
| All | +26,041.6% | -100.0% | +26,141.6% | +447.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling