+375.1%
META vs SOXS
-100.0%
+475.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.3% | -1.4% |
| 7D | +6.0% | -15.6% | +21.6% | +3.0% |
| 30D | +3.6% | +4.8% | -1.1% | +5.1% |
| 3M | +4.9% | -21.6% | +26.5% | +6.0% |
| 6M | -4.7% | -99.3% | +94.6% | -43.9% |
| YTD | -6.9% | -99.5% | +92.6% | -47.9% |
| 1Y | -18.2% | -99.8% | +81.6% | -59.9% |
| 3Y | +107.8% | -100.0% | +207.7% | -23.3% |
| 5Y | +63.9% | -100.0% | +163.9% | -41.8% |
| 10Y | +375.1% | -100.0% | +475.1% | -33.6% |
| All | +375.1% | -100.0% | +475.1% | -33.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling