-99.8%
SOXS vs CG
-33.8%
-65.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.7% | -3.9% | -7.2% |
| 7D | -4.7% | -9.9% | +5.1% | -14.1% |
| 30D | +7.7% | -11.7% | +19.4% | -4.7% |
| 3M | -10.2% | -4.3% | -5.9% | -10.7% |
| 6M | -99.2% | -8.8% | -90.4% | -99.1% |
| YTD | -99.5% | -26.9% | -72.7% | -99.6% |
| 1Y | -99.8% | -35.4% | -64.3% | -99.8% |
| All | -99.8% | -33.8% | -65.9% | -99.8% |
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