-99.8%
SOXS vs CAPR
+48.7%
-148.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +1.3% | -11.5% | -10.2% |
| 7D | -7.0% | -2.0% | -5.0% | -7.0% |
| 30D | +2.8% | +139.2% | -136.4% | +5.2% |
| 3M | -9.8% | -66.4% | +56.5% | -11.0% |
| 6M | -99.2% | -63.1% | -36.0% | -99.2% |
| YTD | -99.5% | -67.4% | -32.1% | -99.5% |
| 1Y | -99.8% | +58.2% | -158.0% | -99.8% |
| All | -99.8% | +48.7% | -148.5% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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