+425.7%
META vs SOXS
-100.0%
+525.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -22.3% | +27.4% | +0.9% |
| 7D | +5.7% | -5.1% | +10.8% | +6.9% |
| 30D | -10.8% | +60.4% | -71.1% | +1.6% |
| 3M | +8.4% | +32.7% | -24.3% | +21.2% |
| 6M | +5.4% | -36.2% | +41.6% | +9.5% |
| YTD | -2.6% | -90.9% | +88.3% | -29.5% |
| 1Y | +3.5% | -92.2% | +95.7% | -26.5% |
| 3Y | +102.0% | -99.7% | +201.7% | -6.7% |
| 5Y | +93.1% | -99.9% | +193.0% | -4.2% |
| 10Y | +425.7% | -100.0% | +525.7% | -3.4% |
| All | +425.7% | -100.0% | +525.7% | -3.4% |
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 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