-91.6%
SOXS vs CG
-14.1%
-77.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.5% | +4.2% | +12.4% |
| 7D | +46.7% | +9.4% | +37.2% | +57.2% |
| 30D | +97.0% | +8.7% | +88.2% | +108.4% |
| 3M | +39.5% | -15.0% | +54.5% | +16.6% |
| 6M | -54.9% | -13.2% | -41.7% | -60.2% |
| YTD | -90.4% | -26.2% | -64.2% | -92.2% |
| 1Y | -91.6% | -14.1% | -77.5% | -90.3% |
| All | -91.6% | -14.1% | -77.6% | -90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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