+531.1%
PLTR vs SOXS
-100.0%
+631.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +8.1% | -10.3% | -0.3% |
| 7D | -9.1% | -9.4% | +0.3% | -11.1% |
| 30D | -5.2% | +6.2% | -11.3% | -3.2% |
| 3M | +27.4% | -28.0% | +55.4% | +26.3% |
| 6M | +9.7% | -99.2% | +108.9% | -45.7% |
| YTD | -6.7% | -99.5% | +92.8% | -59.2% |
| 1Y | -0.5% | -99.7% | +99.2% | -63.0% |
| 3Y | +996.2% | -100.0% | +1,096.2% | +165.6% |
| 5Y | +531.1% | -100.0% | +631.1% | +46.9% |
| All | +531.1% | -100.0% | +631.1% | +46.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling