-100.0%
SOXS vs BEN
+56.6%
-156.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.5% | -5.6% |
| 7D | -4.7% | -3.1% | -1.6% | -9.2% |
| 30D | +7.7% | +0.2% | +7.6% | +9.1% |
| 3M | -10.2% | +6.8% | -17.0% | +3.2% |
| 6M | -99.2% | +38.1% | -137.3% | -97.7% |
| YTD | -99.5% | +44.3% | -143.9% | -98.5% |
| 1Y | -99.8% | +42.6% | -142.3% | -99.3% |
| 3Y | -100.0% | +52.3% | -152.3% | -99.9% |
| 5Y | -100.0% | +37.6% | -137.6% | -100.0% |
| All | -100.0% | +56.6% | -156.6% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling