-17.3%
META vs SOXS
-99.8%
+82.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -10.2% | +11.2% | +0.6% |
| 7D | +6.7% | -7.0% | +13.7% | +6.4% |
| 30D | +4.8% | +2.8% | +2.0% | +5.1% |
| 3M | -1.6% | -9.8% | +8.2% | +0.1% |
| 6M | -7.5% | -99.2% | +91.7% | -27.1% |
| YTD | -6.4% | -99.5% | +93.1% | -29.0% |
| 1Y | -17.3% | -99.8% | +82.4% | -38.3% |
| All | -17.3% | -99.8% | +82.4% | -38.3% |
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