-91.6%
SOXS vs BB
+88.0%
-179.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +7.0% | +1.8% | +14.8% |
| 7D | +46.7% | -6.8% | +53.5% | +40.5% |
| 30D | +97.0% | -3.5% | +100.5% | +101.9% |
| 3M | +39.5% | -1.2% | +40.8% | +51.1% |
| 6M | -54.9% | +57.0% | -111.9% | -29.2% |
| YTD | -90.4% | +131.1% | -221.5% | -78.3% |
| 1Y | -91.6% | +87.6% | -179.2% | -84.0% |
| All | -91.6% | +88.0% | -179.6% | -84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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