-100.0%
SOXS vs CORZ
+213.0%
-312.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -4.0% | +12.1% | +5.5% |
| 7D | -9.4% | -3.0% | -6.5% | -10.9% |
| 30D | +6.2% | -12.1% | +18.3% | -0.3% |
| 3M | -28.0% | -32.4% | +4.4% | -34.0% |
| 6M | -99.2% | +12.4% | -111.5% | -98.4% |
| YTD | -99.5% | +19.3% | -118.8% | -98.9% |
| 1Y | -99.7% | +8.6% | -108.4% | -99.5% |
| All | -100.0% | +213.0% | -312.9% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling