+57.4%
INTC vs SOXS
-91.4%
+148.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +8.8% | -12.5% | +0.2% |
| 7D | -39.0% | +46.7% | -85.7% | -23.5% |
| 30D | -49.8% | +97.0% | -146.8% | -26.1% |
| 3M | -42.2% | +39.5% | -81.8% | -22.2% |
| 6M | -39.2% | -54.9% | +15.8% | -33.9% |
| YTD | +57.9% | -90.4% | +148.3% | +4.6% |
| 1Y | +57.4% | -91.6% | +149.0% | +3.0% |
| All | +57.4% | -91.4% | +148.7% | +3.0% |
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