-14.3%
META vs SOXS
-99.8%
+85.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.9% | +8.5% | +6.5% |
| 7D | +10.3% | -16.6% | +26.8% | +9.5% |
| 30D | +9.9% | -4.4% | +14.2% | +9.9% |
| 3M | +11.9% | -26.2% | +38.2% | +12.1% |
| 6M | +1.2% | -99.3% | +100.4% | -20.9% |
| YTD | -0.8% | -99.5% | +98.7% | -25.0% |
| 1Y | -14.3% | -99.8% | +85.4% | -37.8% |
| All | -14.3% | -99.8% | +85.4% | -37.8% |
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