-99.8%
SOXS vs CDE
+54.5%
-154.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -1.9% | -8.3% | -11.8% |
| 7D | -7.0% | +0.5% | -7.5% | -6.6% |
| 30D | +2.8% | +21.9% | -19.1% | +22.9% |
| 3M | -9.8% | +14.9% | -24.8% | +19.9% |
| 6M | -99.2% | -10.5% | -88.7% | -98.4% |
| YTD | -99.5% | +19.3% | -118.8% | -98.8% |
| 1Y | -99.8% | +50.8% | -150.6% | -99.4% |
| All | -99.8% | +54.5% | -154.3% | -99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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