-91.6%
SOXS vs BA
-12.3%
-79.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.1% | +6.6% | +10.6% |
| 7D | +46.7% | +5.9% | +40.8% | +53.8% |
| 30D | +97.0% | -8.2% | +105.1% | +78.0% |
| 3M | +39.5% | -25.4% | +64.9% | +0.3% |
| 6M | -54.9% | -20.0% | -34.9% | -62.7% |
| YTD | -90.4% | -18.5% | -71.9% | -90.6% |
| 1Y | -91.6% | -10.6% | -81.0% | -91.0% |
| All | -91.6% | -12.3% | -79.4% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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