-91.6%
SOXS vs BBY
+33.0%
-124.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +8.0% | +0.8% | +7.6% |
| 7D | +46.7% | +4.5% | +42.1% | +45.0% |
| 30D | +97.0% | +16.0% | +81.0% | +92.9% |
| 3M | +39.5% | +18.6% | +20.9% | +36.6% |
| 6M | -54.9% | +80.1% | -135.0% | -53.0% |
| YTD | -90.4% | +57.4% | -147.8% | -90.1% |
| 1Y | -91.6% | +34.5% | -126.2% | -92.4% |
| All | -91.6% | +33.0% | -124.6% | -92.4% |
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