-99.8%
SOXS vs BA
-8.9%
-90.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +0.8% | -11.0% | -9.2% |
| 7D | -7.0% | +1.2% | -8.1% | -5.6% |
| 30D | +2.8% | -11.6% | +14.4% | -10.6% |
| 3M | -9.8% | -2.4% | -7.5% | -7.7% |
| 6M | -99.2% | -6.6% | -92.6% | -99.1% |
| YTD | -99.5% | -2.2% | -97.3% | -99.4% |
| 1Y | -99.8% | -8.0% | -91.8% | -99.7% |
| All | -99.8% | -8.9% | -90.9% | -99.7% |
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