-99.8%
SOXS vs BBY
+27.1%
-126.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +3.2% | -13.4% | -9.0% |
| 7D | -7.0% | +9.5% | -16.5% | -3.8% |
| 30D | +2.8% | +6.8% | -4.0% | +5.4% |
| 3M | -9.8% | +28.9% | -38.7% | +4.1% |
| 6M | -99.2% | +37.8% | -137.0% | -98.7% |
| YTD | -99.5% | +38.7% | -138.2% | -99.2% |
| 1Y | -99.8% | +23.7% | -123.5% | -99.7% |
| All | -99.8% | +27.1% | -126.9% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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