-100.0%
SOXS vs AXON
+7,204.1%
-7,304.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -4.2% | -6.0% | -12.9% |
| 7D | -7.0% | -14.2% | +7.2% | -15.7% |
| 30D | +2.8% | -15.4% | +18.2% | -7.3% |
| 3M | -9.8% | +0.5% | -10.3% | -8.1% |
| 6M | -99.2% | -9.5% | -89.7% | -99.2% |
| YTD | -99.5% | -9.2% | -90.3% | -99.5% |
| 1Y | -99.8% | -29.4% | -70.4% | -99.8% |
| 3Y | -100.0% | +139.4% | -239.4% | -99.9% |
| 5Y | -100.0% | +178.9% | -278.9% | -100.0% |
| 10Y | -100.0% | +1,840.8% | -1,940.8% | -100.0% |
| All | -100.0% | +7,204.1% | -7,304.1% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 all: compounded portfolio wealth divided by compounded AXON 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…
all analysis · Full analysis span regression · 6 months rolling