+103.2%
INTC vs SOXS
-100.0%
+203.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.6% | +8.2% | +1.1% |
| 7D | +7.5% | -4.7% | +12.2% | +6.5% |
| 30D | +2.0% | +7.7% | -5.8% | +5.9% |
| 3M | -12.0% | -10.2% | -1.8% | -1.1% |
| 6M | +114.5% | -99.2% | +213.8% | +27.1% |
| YTD | +179.0% | -99.5% | +278.5% | +51.4% |
| 1Y | +318.3% | -99.8% | +418.0% | +101.4% |
| 3Y | +171.2% | -100.0% | +271.2% | -0.5% |
| All | +103.2% | -100.0% | +203.2% | -32.9% |
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