-100.0%
SOXS vs CORZ
+223.2%
-323.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.3% | -8.8% | -3.4% |
| 7D | -4.7% | +0.3% | -5.0% | -4.1% |
| 30D | +7.7% | -14.0% | +21.8% | -0.4% |
| 3M | -10.2% | -34.1% | +23.9% | -19.6% |
| 6M | -99.2% | +8.5% | -107.7% | -98.5% |
| YTD | -99.5% | +23.2% | -122.7% | -99.0% |
| 1Y | -99.8% | +15.4% | -115.1% | -99.5% |
| All | -100.0% | +223.2% | -323.2% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 3y: compounded portfolio wealth divided by compounded CORZ 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…
3y analysis · Full analysis span regression · 6 months rolling