-99.7%
SOXS vs BA
-10.8%
-88.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -0.8% | +8.9% | +7.2% |
| 7D | -9.4% | -2.7% | -6.7% | -12.2% |
| 30D | +6.2% | -12.2% | +18.3% | -8.5% |
| 3M | -28.0% | -2.0% | -26.0% | -26.5% |
| 6M | -99.2% | -6.0% | -93.2% | -99.1% |
| YTD | -99.5% | -5.7% | -93.8% | -99.4% |
| 1Y | -99.7% | -10.0% | -89.8% | -99.7% |
| All | -99.7% | -10.8% | -88.9% | -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