+96.8%
META vs SOXS
-99.7%
+196.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +11.1% | -8.2% | +4.2% |
| 7D | +5.2% | -28.4% | +33.6% | +1.6% |
| 30D | -13.0% | +19.4% | -32.4% | -8.7% |
| 3M | +7.9% | +28.2% | -20.2% | +15.8% |
| 6M | +4.2% | -37.7% | +42.0% | +6.8% |
| YTD | -2.5% | -91.6% | +89.1% | -24.8% |
| 1Y | +5.6% | -93.1% | +98.6% | -20.3% |
| 3Y | +96.8% | -99.7% | +196.5% | +11.5% |
| All | +96.8% | -99.7% | +196.5% | +11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling